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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 | $31,745 | $92,743-65.8% | $82,744-61.6% | $134,532-76.4% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -10.80% | 946.63%-957.4pp | 702.22%-713.0pp | 418.27%-429.1pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,341 | $4,802-9.6% | $4,395-1.2% | $6,401-32.2% |
| Admin fee / account holder | $995 | $5,977-83.4% | $5,325-81.3% | $11,429-91.3% |