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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 | $72,775 | $90,606-19.7% | $79,466-8.4% | $135,379-46.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.92% | 977.69%-984.6pp | 718.28%-725.2pp | 519.79%-526.7pp |
| Employer contribution / active EE | $18,389 | $3,068+499.4% | $2,800+556.7% | $4,779+284.8% |
| Participant deferral / active EE | $2,092 | $4,050-48.3% | $3,704-43.5% | $5,609-62.7% |
| Admin fee / account holder | $21,104 | $5,895+258.0% | $5,104+313.5% | $10,828+94.9% |