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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 | $31,162 | $90,607-65.6% | $79,467-60.8% | $135,380-77.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -1.42% | 977.74%-979.2pp | 718.30%-719.7pp | 519.81%-521.2pp |
| Employer contribution / active EE | $4,278 | $3,068+39.5% | $2,800+52.8% | $4,779-10.5% |
| Participant deferral / active EE | $7,700 | $4,050+90.1% | $3,704+107.9% | $5,609+37.3% |
| Admin fee / account holder | $8,350 | $5,895+41.6% | $5,104+63.6% | $10,828-22.9% |