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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 | $23,539 | $84,685-72.2% | $73,836-68.1% | $125,389-81.2% |
| Participation rate | 92.9% | 76.8%+16.1pp | 73.4%+19.4pp | 83.2%+9.7pp |
| Annual return | -2.51% | 3123.80%-3126.3pp | 2268.06%-2270.6pp | 282.24%-284.8pp |
| Employer contribution / active EE | $4,293 | $3,123+37.5% | $2,787+54.0% | $4,866-11.8% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $550 | $5,694-90.3% | $4,882-88.7% | $9,541-94.2% |