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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 | $44,878 | $90,607-50.5% | $79,467-43.5% | $135,380-66.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.02% | 977.74%-980.8pp | 718.30%-721.3pp | 519.81%-522.8pp |
| Employer contribution / active EE | $5,344 | $3,068+74.2% | $2,800+90.8% | $4,779+11.8% |
| Participant deferral / active EE | $1,777 | $4,050-56.1% | $3,704-52.0% | $5,609-68.3% |
| Admin fee / account holder | $42,637 | $5,895+623.3% | $5,104+735.3% | $10,828+293.8% |