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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 | $46,390 | $90,607-48.8% | $79,467-41.6% | $135,380-65.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.58% | 977.74%-986.3pp | 718.30%-726.9pp | 519.81%-528.4pp |
| Employer contribution / active EE | $1,325 | $3,068-56.8% | $2,800-52.7% | $4,779-72.3% |
| Participant deferral / active EE | $2,650 | $4,050-34.6% | $3,704-28.5% | $5,609-52.8% |
| Admin fee / account holder | $528 | $5,895-91.0% | $5,104-89.7% | $10,828-95.1% |