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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 | $64,267 | $160,059-59.8% | $140,019-54.1% | $135,380-52.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.55% | 911.48%-915.0pp | 651.17%-654.7pp | 519.81%-523.4pp |
| Employer contribution / active EE | $5,319 | $6,420-17.1% | $5,605-5.1% | $4,779+11.3% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,437 | $13,328-81.7% | $10,705-77.2% | $10,828-77.5% |