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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 | $80,131 | $90,606-11.6% | $79,466+0.8% | $135,379-40.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.86% | 977.69%-985.6pp | 718.28%-726.1pp | 519.79%-527.6pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $10,713 | $4,050+164.5% | $3,704+189.2% | $5,609+91.0% |
| Admin fee / account holder | $402 | $5,895-93.2% | $5,104-92.1% | $10,828-96.3% |