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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 | $69,945 | $90,617-22.8% | $79,476-12.0% | $135,382-48.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.58% | 977.57%-985.2pp | 718.21%-725.8pp | 519.77%-527.4pp |
| Employer contribution / active EE | $6,973 | $3,068+127.3% | $2,800+149.0% | $4,779+45.9% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $720 | $5,907-87.8% | $5,113-85.9% | $10,829-93.4% |