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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 | $63,089 | $90,607-30.4% | $79,467-20.6% | $135,380-53.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.18% | 977.74%-985.9pp | 718.30%-726.5pp | 519.81%-528.0pp |
| Employer contribution / active EE | $15,551 | $3,068+406.9% | $2,800+455.3% | $4,779+225.4% |
| Participant deferral / active EE | $9,789 | $4,050+141.7% | $3,704+164.3% | $5,609+74.5% |
| Admin fee / account holder | $387 | $5,895-93.4% | $5,104-92.4% | $10,828-96.4% |