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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 | $27,823 | $67,396-58.7% | $60,919-54.3% | $134,545-79.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -4.04% | 50.12%-54.2pp | 16.96%-21.0pp | 418.37%-422.4pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $2,704-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $6,563 | $4,534+44.7% | $3,814+72.1% | $6,401+2.5% |
| Admin fee / account holder | $764 | $4,590-83.3% | $3,228-76.3% | $11,431-93.3% |