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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 | $67,087 | $84,685-20.8% | $73,836-9.1% | $125,389-46.5% |
| Participation rate | 95.0% | 76.8%+18.2pp | 73.4%+21.6pp | 83.2%+11.8pp |
| Annual return | -1.61% | 3123.80%-3125.4pp | 2268.06%-2269.7pp | 282.24%-283.9pp |
| Employer contribution / active EE | $12,885 | $3,123+312.5% | $2,787+362.2% | $4,866+164.8% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $9,995 | $5,694+75.5% | $4,882+104.7% | $9,541+4.8% |