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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 | $55,630 | $90,607-38.6% | $79,467-30.0% | $135,380-58.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.50% | 977.74%-983.2pp | 718.30%-723.8pp | 519.81%-525.3pp |
| Employer contribution / active EE | $3,391 | $3,068+10.5% | $2,800+21.1% | $4,779-29.0% |
| Participant deferral / active EE | $3,574 | $4,050-11.8% | $3,704-3.5% | $5,609-36.3% |
| Admin fee / account holder | $6,543 | $5,895+11.0% | $5,104+28.2% | $10,828-39.6% |