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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 | $35,911 | $90,607-60.4% | $79,467-54.8% | $135,380-73.5% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -3.69% | 977.74%-981.4pp | 718.30%-722.0pp | 519.81%-523.5pp |
| Employer contribution / active EE | $5,792 | $3,068+88.8% | $2,800+106.8% | $4,779+21.2% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,489 | $5,895-74.7% | $5,104-70.8% | $10,828-86.3% |