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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 | $54,482 | $90,606-39.9% | $79,466-31.4% | $135,379-59.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.56% | 977.69%-983.3pp | 718.28%-723.8pp | 519.79%-525.3pp |
| Employer contribution / active EE | $4,885 | $3,068+59.2% | $2,800+74.4% | $4,779+2.2% |
| Participant deferral / active EE | $6,911 | $4,050+70.6% | $3,704+86.6% | $5,609+23.2% |
| Admin fee / account holder | $8,751 | $5,895+48.4% | $5,104+71.4% | $10,828-19.2% |