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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 | $39,830 | $90,607-56.0% | $79,467-49.9% | $135,380-70.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.25% | 977.74%-986.0pp | 718.30%-726.6pp | 519.81%-528.1pp |
| Employer contribution / active EE | $2,640 | $3,068-13.9% | $2,800-5.7% | $4,779-44.8% |
| Participant deferral / active EE | $1,304 | $4,050-67.8% | $3,704-64.8% | $5,609-76.7% |
| Admin fee / account holder | $345 | $5,895-94.1% | $5,104-93.2% | $10,828-96.8% |