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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 | $37,408 | $138,102-72.9% | $125,381-70.2% | $134,532-72.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -6.66% | 750.73%-757.4pp | 572.31%-579.0pp | 418.27%-424.9pp |
| Employer contribution / active EE | $3,750 | $5,245-28.5% | $4,815-22.1% | $4,741-20.9% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $5,444 | $11,568-52.9% | $10,007-45.6% | $11,429-52.4% |