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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 | $60,924 | $90,607-32.8% | $79,467-23.3% | $135,380-55.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.19% | 977.74%-984.9pp | 718.30%-725.5pp | 519.81%-527.0pp |
| Employer contribution / active EE | $2,389 | $3,068-22.1% | $2,800-14.7% | $4,779-50.0% |
| Participant deferral / active EE | $2,470 | $4,050-39.0% | $3,704-33.3% | $5,609-56.0% |
| Admin fee / account holder | $4,020 | $5,895-31.8% | $5,104-21.2% | $10,828-62.9% |