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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 | $33,860 | $90,606-62.6% | $79,466-57.4% | $135,379-75.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.91% | 977.69%-982.6pp | 718.28%-723.2pp | 519.79%-524.7pp |
| Employer contribution / active EE | $2,013 | $3,068-34.4% | $2,800-28.1% | $4,779-57.9% |
| Participant deferral / active EE | $1,523 | $4,050-62.4% | $3,704-58.9% | $5,609-72.9% |
| Admin fee / account holder | $2,161 | $5,895-63.3% | $5,104-57.7% | $10,828-80.0% |