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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 | $65,932 | $90,607-27.2% | $79,467-17.0% | $135,380-51.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.11% | 977.74%-980.8pp | 718.30%-721.4pp | 519.81%-522.9pp |
| Employer contribution / active EE | $4,383 | $3,068+42.9% | $2,800+56.5% | $4,779-8.3% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,192 | $5,895-62.8% | $5,104-57.1% | $10,828-79.8% |