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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 | $45,848 | $92,766-50.6% | $82,763-44.6% | $134,545-65.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -4.90% | 946.97%-951.9pp | 702.45%-707.4pp | 418.37%-423.3pp |
| Employer contribution / active EE | $3,572 | $3,273+9.1% | $3,008+18.7% | $4,742-24.7% |
| Participant deferral / active EE | $2,780 | $4,802-42.1% | $4,395-36.7% | $6,401-56.6% |
| Admin fee / account holder | $6,035 | $5,978+1.0% | $5,325+13.3% | $11,431-47.2% |