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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 | $124,417 | $90,607+37.3% | $79,467+56.6% | $135,380-8.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.81% | 977.74%-985.5pp | 718.30%-726.1pp | 519.81%-527.6pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,068 | $4,050-48.9% | $3,704-44.2% | $5,609-63.1% |
| Admin fee / account holder | $7,279 | $5,895+23.5% | $5,104+42.6% | $10,828-32.8% |