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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 | $51,792 | $90,606-42.8% | $79,466-34.8% | $135,379-61.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -9.06% | 977.69%-986.8pp | 718.28%-727.3pp | 519.79%-528.8pp |
| Employer contribution / active EE | $3,920 | $3,068+27.8% | $2,800+40.0% | $4,779-18.0% |
| Participant deferral / active EE | $800 | $4,050-80.2% | $3,704-78.4% | $5,609-85.7% |
| Admin fee / account holder | $713 | $5,895-87.9% | $5,104-86.0% | $10,828-93.4% |