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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,761 | $90,607-46.2% | $79,467-38.6% | $135,380-64.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -1.04% | 977.74%-978.8pp | 718.30%-719.3pp | 519.81%-520.8pp |
| Employer contribution / active EE | $3,817 | $3,068+24.4% | $2,800+36.3% | $4,779-20.1% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $585 | $5,895-90.1% | $5,104-88.5% | $10,828-94.6% |