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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 | $60,928 | $90,607-32.8% | $79,467-23.3% | $135,380-55.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.92% | 977.74%-982.7pp | 718.30%-723.2pp | 519.81%-524.7pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,809 | $4,050+43.4% | $3,704+56.8% | $5,609+3.6% |
| Admin fee / account holder | $765 | $5,895-87.0% | $5,104-85.0% | $10,828-92.9% |