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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 | $62,877 | $90,606-30.6% | $79,466-20.9% | $135,379-53.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.60% | 977.69%-985.3pp | 718.28%-725.9pp | 519.79%-527.4pp |
| Employer contribution / active EE | $4,468 | $3,068+45.7% | $2,800+59.6% | $4,779-6.5% |
| Participant deferral / active EE | $12,607 | $4,050+211.3% | $3,704+240.4% | $5,609+124.8% |
| Admin fee / account holder | $11,202 | $5,895+90.0% | $5,104+119.5% | $10,828+3.5% |