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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 | $25,727 | $90,606-71.6% | $79,466-67.6% | $135,379-81.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.41% | 977.69%-981.1pp | 718.28%-721.7pp | 519.79%-523.2pp |
| Employer contribution / active EE | $3,575 | $3,068+16.5% | $2,800+27.7% | $4,779-25.2% |
| Participant deferral / active EE | $8,769 | $4,050+116.5% | $3,704+136.8% | $5,609+56.3% |
| Admin fee / account holder | $28,840 | $5,895+389.2% | $5,104+465.0% | $10,828+166.3% |