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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 | $50,235 | $90,607-44.6% | $79,467-36.8% | $135,380-62.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.78% | 977.74%-986.5pp | 718.30%-727.1pp | 519.81%-528.6pp |
| Employer contribution / active EE | $2,479 | $3,068-19.2% | $2,800-11.5% | $4,779-48.1% |
| Participant deferral / active EE | $7,871 | $4,050+94.3% | $3,704+112.5% | $5,609+40.3% |
| Admin fee / account holder | $7,443 | $5,895+26.3% | $5,104+45.8% | $10,828-31.3% |