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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 | $49,904 | $90,606-44.9% | $79,466-37.2% | $135,379-63.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.15% | 977.69%-984.8pp | 718.28%-725.4pp | 519.79%-526.9pp |
| Employer contribution / active EE | $5,989 | $3,068+95.2% | $2,800+113.9% | $4,779+25.3% |
| Participant deferral / active EE | $7,278 | $4,050+79.7% | $3,704+96.5% | $5,609+29.8% |
| Admin fee / account holder | $5,839 | $5,895-0.9% | $5,104+14.4% | $10,828-46.1% |