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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 | $59,748 | $180,466-66.9% | $154,114-61.2% | $135,382-55.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.73% | 888.15%-896.9pp | 735.16%-743.9pp | 519.77%-528.5pp |
| Employer contribution / active EE | $4,545 | $6,035-24.7% | $5,298-14.2% | $4,779-4.9% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $7,097 | $16,144-56.0% | $13,411-47.1% | $10,829-34.5% |