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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 | $114,873 | $90,606+26.8% | $79,466+44.6% | $135,379-15.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.30% | 977.69%-985.0pp | 718.28%-725.6pp | 519.79%-527.1pp |
| Employer contribution / active EE | $625 | $3,068-79.6% | $2,800-77.7% | $4,779-86.9% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,449 | $5,895-58.5% | $5,104-52.0% | $10,828-77.4% |