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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 | $83,377 | $97,761-14.7% | $83,850-0.6% | $135,382-38.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.66% | 1287.44%-1293.1pp | 850.92%-856.6pp | 519.77%-525.4pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $9,388 | $4,682+100.5% | $4,082+130.0% | $5,609+67.4% |
| Admin fee / account holder | $9,611 | $6,674+44.0% | $5,478+75.4% | $10,829-11.2% |