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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 | $48,702 | $90,607-46.2% | $79,467-38.7% | $135,380-64.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.98% | 977.74%-984.7pp | 718.30%-725.3pp | 519.81%-526.8pp |
| Employer contribution / active EE | $1,132 | $3,068-63.1% | $2,800-59.6% | $4,779-76.3% |
| Participant deferral / active EE | $2,168 | $4,050-46.5% | $3,704-41.5% | $5,609-61.3% |
| Admin fee / account holder | $2,917 | $5,895-50.5% | $5,104-42.8% | $10,828-73.1% |