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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 | $57,571 | $90,607-36.5% | $79,467-27.6% | $135,380-57.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.90% | 977.74%-982.6pp | 718.30%-723.2pp | 519.81%-524.7pp |
| Employer contribution / active EE | $2,684 | $3,068-12.5% | $2,800-4.2% | $4,779-43.8% |
| Participant deferral / active EE | $2,736 | $4,050-32.5% | $3,704-26.1% | $5,609-51.2% |
| Admin fee / account holder | $10,144 | $5,895+72.1% | $5,104+98.7% | $10,828-6.3% |