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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 | $33,245 | $90,606-63.3% | $79,466-58.2% | $135,379-75.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.91% | 977.69%-983.6pp | 718.28%-724.2pp | 519.79%-525.7pp |
| Employer contribution / active EE | $1,912 | $3,068-37.7% | $2,800-31.7% | $4,779-60.0% |
| Participant deferral / active EE | $1,482 | $4,050-63.4% | $3,704-60.0% | $5,609-73.6% |
| Admin fee / account holder | $4,079 | $5,895-30.8% | $5,104-20.1% | $10,828-62.3% |