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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 | $50,990 | $90,607-43.7% | $79,467-35.8% | $135,380-62.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.81% | 977.74%-981.5pp | 718.30%-722.1pp | 519.81%-523.6pp |
| Employer contribution / active EE | $2,347 | $3,068-23.5% | $2,800-16.2% | $4,779-50.9% |
| Participant deferral / active EE | $2,347 | $4,050-42.1% | $3,704-36.6% | $5,609-58.2% |
| Admin fee / account holder | $411 | $5,895-93.0% | $5,104-91.9% | $10,828-96.2% |