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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 | $46,752 | $90,607-48.4% | $79,467-41.2% | $135,380-65.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.61% | 977.74%-983.3pp | 718.30%-723.9pp | 519.81%-525.4pp |
| Employer contribution / active EE | $5,291 | $3,068+72.5% | $2,800+88.9% | $4,779+10.7% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,568 | $5,895-73.4% | $5,104-69.3% | $10,828-85.5% |