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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 | $52,532 | $90,606-42.0% | $79,466-33.9% | $135,379-61.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.73% | 977.69%-984.4pp | 718.28%-725.0pp | 519.79%-526.5pp |
| Employer contribution / active EE | $2,747 | $3,068-10.5% | $2,800-1.9% | $4,779-42.5% |
| Participant deferral / active EE | $3,158 | $4,050-22.0% | $3,704-14.8% | $5,609-43.7% |
| Admin fee / account holder | $539 | $5,895-90.9% | $5,104-89.4% | $10,828-95.0% |