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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 | $30,615 | $101,283-69.8% | $75,826-59.6% | $135,379-77.4% |
| Participation rate | 100.0% | 72.7%+27.3pp | 68.2%+31.8pp | 82.6%+17.4pp |
| Annual return | -6.67% | 3384.62%-3391.3pp | 1914.15%-1920.8pp | 519.79%-526.5pp |
| Employer contribution / active EE | $1,830 | $2,382-23.2% | $1,913-4.4% | $4,779-61.7% |
| Participant deferral / active EE | $2,011 | $3,469-42.0% | $2,862-29.8% | $5,609-64.2% |
| Admin fee / account holder | $968 | $6,539-85.2% | $4,726-79.5% | $10,828-91.1% |