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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 | $37,462 | $90,606-58.7% | $79,466-52.9% | $135,379-72.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.12% | 977.69%-985.8pp | 718.28%-726.4pp | 519.79%-527.9pp |
| Employer contribution / active EE | $3,508 | $3,068+14.4% | $2,800+25.3% | $4,779-26.6% |
| Participant deferral / active EE | $5,654 | $4,050+39.6% | $3,704+52.7% | $5,609+0.8% |
| Admin fee / account holder | $18,315 | $5,895+210.7% | $5,104+258.8% | $10,828+69.1% |