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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 | $81,442 | $90,606-10.1% | $79,466+2.5% | $135,379-39.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.40% | 977.69%-983.1pp | 718.28%-723.7pp | 519.79%-525.2pp |
| Employer contribution / active EE | $811 | $3,068-73.6% | $2,800-71.0% | $4,779-83.0% |
| Participant deferral / active EE | $6,701 | $4,050+65.4% | $3,704+80.9% | $5,609+19.5% |
| Admin fee / account holder | $5,603 | $5,895-5.0% | $5,104+9.8% | $10,828-48.3% |