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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 | $49,144 | $90,607-45.8% | $79,467-38.2% | $135,380-63.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.41% | 977.74%-981.1pp | 718.30%-721.7pp | 519.81%-523.2pp |
| Employer contribution / active EE | $2,852 | $3,068-7.0% | $2,800+1.9% | $4,779-40.3% |
| Participant deferral / active EE | $7,070 | $4,050+74.6% | $3,704+90.9% | $5,609+26.0% |
| Admin fee / account holder | $944 | $5,895-84.0% | $5,104-81.5% | $10,828-91.3% |