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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 | $56,250 | $92,766-39.4% | $82,763-32.0% | $134,545-58.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -7.29% | 946.97%-954.3pp | 702.45%-709.7pp | 418.37%-425.7pp |
| Employer contribution / active EE | $8,996 | $3,273+174.9% | $3,008+199.0% | $4,742+89.7% |
| Participant deferral / active EE | $8,996 | $4,802+87.3% | $4,395+104.7% | $6,401+40.5% |
| Admin fee / account holder | $557 | $5,978-90.7% | $5,325-89.5% | $11,431-95.1% |