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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 | $57,344 | $90,607-36.7% | $79,467-27.8% | $135,380-57.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.60% | 977.74%-986.3pp | 718.30%-726.9pp | 519.81%-528.4pp |
| Employer contribution / active EE | $9,165 | $3,068+198.7% | $2,800+227.3% | $4,779+91.8% |
| Participant deferral / active EE | $6,728 | $4,050+66.1% | $3,704+81.7% | $5,609+20.0% |
| Admin fee / account holder | $1,191 | $5,895-79.8% | $5,104-76.7% | $10,828-89.0% |