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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 | $40,001 | $90,607-55.9% | $79,467-49.7% | $135,380-70.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.14% | 977.74%-983.9pp | 718.30%-724.4pp | 519.81%-525.9pp |
| Employer contribution / active EE | $820 | $3,068-73.3% | $2,800-70.7% | $4,779-82.8% |
| Participant deferral / active EE | $7,341 | $4,050+81.2% | $3,704+98.2% | $5,609+30.9% |
| Admin fee / account holder | $9,195 | $5,895+56.0% | $5,104+80.2% | $10,828-15.1% |