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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 | $66,410 | $90,617-26.7% | $79,476-16.4% | $135,382-50.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.56% | 977.57%-985.1pp | 718.21%-725.8pp | 519.77%-527.3pp |
| Employer contribution / active EE | $5,326 | $3,068+73.6% | $2,800+90.2% | $4,779+11.4% |
| Participant deferral / active EE | $6,264 | $4,050+54.7% | $3,704+69.1% | $5,609+11.7% |
| Admin fee / account holder | $4,264 | $5,907-27.8% | $5,113-16.6% | $10,829-60.6% |