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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 | $66,965 | $90,607-26.1% | $79,467-15.7% | $135,380-50.5% |
| Participation rate | 90.0% | 76.0%+14.0pp | 73.3%+16.7pp | 82.6%+7.4pp |
| Annual return | -5.68% | 977.74%-983.4pp | 718.30%-724.0pp | 519.81%-525.5pp |
| Employer contribution / active EE | $11,157 | $3,068+263.7% | $2,800+298.4% | $4,779+133.5% |
| Participant deferral / active EE | $8,224 | $4,050+103.1% | $3,704+122.0% | $5,609+46.6% |
| Admin fee / account holder | $685 | $5,895-88.4% | $5,104-86.6% | $10,828-93.7% |