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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 | $78,002 | $90,607-13.9% | $79,467-1.8% | $135,380-42.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.96% | 977.74%-984.7pp | 718.30%-725.3pp | 519.81%-526.8pp |
| Employer contribution / active EE | $7,740 | $3,068+152.3% | $2,800+176.4% | $4,779+62.0% |
| Participant deferral / active EE | $1,997 | $4,050-50.7% | $3,704-46.1% | $5,609-64.4% |
| Admin fee / account holder | $316 | $5,895-94.6% | $5,104-93.8% | $10,828-97.1% |