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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 | $43,715 | $90,607-51.8% | $79,467-45.0% | $135,380-67.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.16% | 977.74%-985.9pp | 718.30%-726.5pp | 519.81%-528.0pp |
| Employer contribution / active EE | $8,287 | $3,068+170.1% | $2,800+196.0% | $4,779+73.4% |
| Participant deferral / active EE | $14,600 | $4,050+260.4% | $3,704+294.2% | $5,609+160.3% |
| Admin fee / account holder | $9,393 | $5,895+59.3% | $5,104+84.0% | $10,828-13.3% |