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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 | $37,350 | $90,617-58.8% | $79,476-53.0% | $135,382-72.4% |
| Participation rate | 77.8% | 76.1%+1.7pp | 73.3%+4.4pp | 82.6%-4.9pp |
| Annual return | -8.12% | 977.57%-985.7pp | 718.21%-726.3pp | 519.77%-527.9pp |
| Employer contribution / active EE | $5,997 | $3,068+95.5% | $2,800+114.2% | $4,779+25.5% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,663 | $5,907-71.9% | $5,113-67.5% | $10,829-84.6% |