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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 | $35,140 | $90,607-61.2% | $79,467-55.8% | $135,380-74.0% |
| Participation rate | 77.8% | 76.0%+1.7pp | 73.3%+4.4pp | 82.6%-4.9pp |
| Annual return | -8.18% | 977.74%-985.9pp | 718.30%-726.5pp | 519.81%-528.0pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,935 | $4,050-52.2% | $3,704-47.8% | $5,609-65.5% |
| Admin fee / account holder | $585 | $5,895-90.1% | $5,104-88.5% | $10,828-94.6% |