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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 | $27,874 | $90,607-69.2% | $79,467-64.9% | $135,380-79.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.09% | 977.74%-983.8pp | 718.30%-724.4pp | 519.81%-525.9pp |
| Employer contribution / active EE | $4,277 | $3,068+39.4% | $2,800+52.7% | $4,779-10.5% |
| Participant deferral / active EE | $5,608 | $4,050+38.4% | $3,704+51.4% | $5,6090% |
| Admin fee / account holder | $28,630 | $5,895+385.7% | $5,104+460.9% | $10,828+164.4% |