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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 | $65,813 | $90,617-27.4% | $79,476-17.2% | $135,382-51.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -2.43% | 977.57%-980.0pp | 718.21%-720.6pp | 519.77%-522.2pp |
| Employer contribution / active EE | $4,339 | $3,068+41.4% | $2,800+54.9% | $4,779-9.2% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $646 | $5,907-89.1% | $5,113-87.4% | $10,829-94.0% |