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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 | $32,815 | $90,607-63.8% | $79,467-58.7% | $135,380-75.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.90% | 977.74%-981.6pp | 718.30%-722.2pp | 519.81%-523.7pp |
| Employer contribution / active EE | $1,786 | $3,068-41.8% | $2,800-36.2% | $4,779-62.6% |
| Participant deferral / active EE | $2,829 | $4,050-30.1% | $3,704-23.6% | $5,609-49.6% |
| Admin fee / account holder | $1,432 | $5,895-75.7% | $5,104-71.9% | $10,828-86.8% |