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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 | $21,409 | $90,606-76.4% | $79,466-73.1% | $135,379-84.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.88% | 977.69%-983.6pp | 718.28%-724.2pp | 519.79%-525.7pp |
| Employer contribution / active EE | $8,919 | $3,068+190.7% | $2,800+218.5% | $4,779+86.6% |
| Participant deferral / active EE | $8,070 | $4,050+99.2% | $3,704+117.9% | $5,609+43.9% |
| Admin fee / account holder | $10,844 | $5,895+84.0% | $5,104+112.5% | $10,828+0.1% |