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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 | $42,364 | $90,607-53.2% | $79,467-46.7% | $135,380-68.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.35% | 977.74%-984.1pp | 718.30%-724.7pp | 519.81%-526.2pp |
| Employer contribution / active EE | $1,813 | $3,068-40.9% | $2,800-35.3% | $4,779-62.1% |
| Participant deferral / active EE | $13,634 | $4,050+236.6% | $3,704+268.1% | $5,609+143.1% |
| Admin fee / account holder | $9,260 | $5,895+57.1% | $5,104+81.4% | $10,828-14.5% |