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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 | $79,537 | $90,606-12.2% | $79,466+0.1% | $135,379-41.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.89% | 977.69%-981.6pp | 718.28%-722.2pp | 519.79%-523.7pp |
| Employer contribution / active EE | $6,101 | $3,068+98.9% | $2,800+117.9% | $4,779+27.7% |
| Participant deferral / active EE | $5,712 | $4,050+41.0% | $3,704+54.2% | $5,609+1.8% |
| Admin fee / account holder | $43,387 | $5,895+636.0% | $5,104+750.0% | $10,828+300.7% |