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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 | $37,716 | $138,114-72.7% | $125,391-69.9% | $134,545-72.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.70% | 750.88%-759.6pp | 572.41%-581.1pp | 418.37%-427.1pp |
| Employer contribution / active EE | $3,500 | $5,246-33.3% | $4,816-27.3% | $4,742-26.2% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,016 | $11,570-73.9% | $10,009-69.9% | $11,431-73.6% |