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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 | $54,132 | $90,607-40.3% | $79,467-31.9% | $135,380-60.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -1.86% | 977.74%-979.6pp | 718.30%-720.2pp | 519.81%-521.7pp |
| Employer contribution / active EE | $20,627 | $3,068+572.4% | $2,800+636.6% | $4,779+331.6% |
| Participant deferral / active EE | $9,342 | $4,050+130.6% | $3,704+152.2% | $5,609+66.5% |
| Admin fee / account holder | $806 | $5,895-86.3% | $5,104-84.2% | $10,828-92.6% |