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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 | $61,801 | $90,606-31.8% | $79,466-22.2% | $135,379-54.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -1.31% | 977.69%-979.0pp | 718.28%-719.6pp | 519.79%-521.1pp |
| Employer contribution / active EE | $5,649 | $3,068+84.1% | $2,800+101.7% | $4,779+18.2% |
| Participant deferral / active EE | $4,689 | $4,050+15.8% | $3,704+26.6% | $5,609-16.4% |
| Admin fee / account holder | $44,121 | $5,895+648.5% | $5,104+764.4% | $10,828+307.5% |