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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 | $68,407 | $160,059-57.3% | $140,019-51.1% | $135,379-49.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.72% | 911.44%-918.2pp | 651.15%-657.9pp | 519.79%-526.5pp |
| Employer contribution / active EE | $4,228 | $6,420-34.1% | $5,605-24.6% | $4,779-11.5% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $21,098 | $13,328+58.3% | $10,705+97.1% | $10,828+94.9% |