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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 | $38,448 | $180,462-78.7% | $154,111-75.1% | $135,379-71.6% |
| Participation rate | 78.6% | 87.4%-8.9pp | 83.0%-4.5pp | 82.6%-4.1pp |
| Annual return | -6.78% | 888.17%-895.0pp | 735.18%-742.0pp | 519.79%-526.6pp |
| Employer contribution / active EE | $14,286 | $6,036+136.7% | $5,298+169.7% | $4,779+198.9% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,908 | $16,145-88.2% | $13,411-85.8% | $10,828-82.4% |