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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 | $27,545 | $90,607-69.6% | $79,467-65.3% | $135,380-79.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.29% | 977.74%-982.0pp | 718.30%-722.6pp | 519.81%-524.1pp |
| Employer contribution / active EE | $319 | $3,068-89.6% | $2,800-88.6% | $4,779-93.3% |
| Participant deferral / active EE | $1,909 | $4,050-52.9% | $3,704-48.4% | $5,609-66.0% |
| Admin fee / account holder | $3,556 | $5,895-39.7% | $5,104-30.3% | $10,828-67.2% |