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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 | $34,200 | $90,607-62.3% | $79,467-57.0% | $135,380-74.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -2.67% | 977.74%-980.4pp | 718.30%-721.0pp | 519.81%-522.5pp |
| Employer contribution / active EE | $5,184 | $3,068+69.0% | $2,800+85.1% | $4,779+8.5% |
| Participant deferral / active EE | $4,439 | $4,050+9.6% | $3,704+19.9% | $5,609-20.9% |
| Admin fee / account holder | $1,287 | $5,895-78.2% | $5,104-74.8% | $10,828-88.1% |