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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 | $19,934 | $90,606-78.0% | $79,466-74.9% | $135,379-85.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.60% | 977.69%-984.3pp | 718.28%-724.9pp | 519.79%-526.4pp |
| Employer contribution / active EE | $3,270 | $3,068+6.6% | $2,800+16.8% | $4,779-31.6% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $894 | $5,895-84.8% | $5,104-82.5% | $10,828-91.7% |