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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 | $39,932 | $90,607-55.9% | $79,467-49.8% | $135,380-70.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.53% | 977.74%-986.3pp | 718.30%-726.8pp | 519.81%-528.3pp |
| Employer contribution / active EE | $6,559 | $3,068+113.8% | $2,800+134.2% | $4,779+37.3% |
| Participant deferral / active EE | $7,452 | $4,050+84.0% | $3,704+101.2% | $5,609+32.9% |
| Admin fee / account holder | $1,125 | $5,895-80.9% | $5,104-78.0% | $10,828-89.6% |