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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 | $47,470 | $90,606-47.6% | $79,466-40.3% | $135,379-64.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.56% | 977.69%-984.3pp | 718.28%-724.8pp | 519.79%-526.3pp |
| Employer contribution / active EE | $3,689 | $3,068+20.3% | $2,800+31.8% | $4,779-22.8% |
| Participant deferral / active EE | $7,610 | $4,050+87.9% | $3,704+105.5% | $5,609+35.7% |
| Admin fee / account holder | $5,820 | $5,895-1.3% | $5,104+14.0% | $10,828-46.2% |