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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 | $38,479 | $90,607-57.5% | $79,467-51.6% | $135,380-71.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.47% | 977.74%-981.2pp | 718.30%-721.8pp | 519.81%-523.3pp |
| Employer contribution / active EE | $3,341 | $3,068+8.9% | $2,800+19.3% | $4,779-30.1% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,403 | $5,895-59.2% | $5,104-52.9% | $10,828-77.8% |