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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 | $36,893 | $138,102-73.3% | $125,381-70.6% | $134,532-72.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -4.68% | 750.73%-755.4pp | 572.31%-577.0pp | 418.27%-423.0pp |
| Employer contribution / active EE | $8,700 | $5,245+65.9% | $4,815+80.7% | $4,741+83.5% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,429 | $11,568-61.7% | $10,007-55.7% | $11,429-61.2% |