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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 | $78,294 | $90,607-13.6% | $79,467-1.5% | $135,380-42.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.00% | 977.74%-984.7pp | 718.30%-725.3pp | 519.81%-526.8pp |
| Employer contribution / active EE | $1,857 | $3,068-39.5% | $2,800-33.7% | $4,779-61.1% |
| Participant deferral / active EE | $6,964 | $4,050+71.9% | $3,704+88.0% | $5,609+24.2% |
| Admin fee / account holder | $527 | $5,895-91.1% | $5,104-89.7% | $10,828-95.1% |