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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 | $72,779 | $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 | -8.81% | 977.69%-986.5pp | 718.28%-727.1pp | 519.79%-528.6pp |
| Employer contribution / active EE | $5,758 | $3,068+87.7% | $2,800+105.6% | $4,779+20.5% |
| Participant deferral / active EE | $11,369 | $4,050+180.7% | $3,704+206.9% | $5,609+102.7% |
| Admin fee / account holder | $1,293 | $5,895-78.1% | $5,104-74.7% | $10,828-88.1% |