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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 | $27,560 | $90,607-69.6% | $79,467-65.3% | $135,380-79.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.89% | 977.74%-981.6pp | 718.30%-722.2pp | 519.81%-523.7pp |
| Employer contribution / active EE | $5,960 | $3,068+94.3% | $2,800+112.8% | $4,779+24.7% |
| Participant deferral / active EE | $3,372 | $4,050-16.8% | $3,704-9.0% | $5,609-39.9% |
| Admin fee / account holder | $25,685 | $5,895+335.7% | $5,104+403.2% | $10,828+137.2% |