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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 | $36,354 | $90,607-59.9% | $79,467-54.3% | $135,380-73.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.56% | 977.74%-984.3pp | 718.30%-724.9pp | 519.81%-526.4pp |
| Employer contribution / active EE | $2,632 | $3,068-14.2% | $2,800-6.0% | $4,779-44.9% |
| Participant deferral / active EE | $4,629 | $4,050+14.3% | $3,704+25.0% | $5,609-17.5% |
| Admin fee / account holder | $3,043 | $5,895-48.4% | $5,104-40.4% | $10,828-71.9% |