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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 | $42,199 | $92,766-54.5% | $82,763-49.0% | $134,545-68.6% |
| Participation rate | 85.0% | 75.2%+9.8pp | 72.6%+12.4pp | 81.2%+3.8pp |
| Annual return | -13.42% | 946.97%-960.4pp | 702.45%-715.9pp | 418.37%-431.8pp |
| Employer contribution / active EE | $5,075 | $3,273+55.0% | $3,008+68.7% | $4,742+7.0% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,366 | $5,978-77.1% | $5,325-74.3% | $11,431-88.0% |