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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 | $22,898 | $90,607-74.7% | $79,467-71.2% | $135,380-83.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.22% | 977.74%-981.0pp | 718.30%-721.5pp | 519.81%-523.0pp |
| Employer contribution / active EE | $6,563 | $3,068+113.9% | $2,800+134.4% | $4,779+37.3% |
| Participant deferral / active EE | $3,649 | $4,050-9.9% | $3,704-1.5% | $5,609-34.9% |
| Admin fee / account holder | $4,436 | $5,895-24.7% | $5,104-13.1% | $10,828-59.0% |