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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 | $47,695 | $90,606-47.4% | $79,466-40.0% | $135,379-64.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.47% | 977.69%-985.2pp | 718.28%-725.8pp | 519.79%-527.3pp |
| Employer contribution / active EE | $4,404 | $3,068+43.6% | $2,800+57.3% | $4,779-7.9% |
| Participant deferral / active EE | $9,095 | $4,050+124.6% | $3,704+145.6% | $5,609+62.2% |
| Admin fee / account holder | $1,546 | $5,895-73.8% | $5,104-69.7% | $10,828-85.7% |