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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 | $59,463 | $84,684-29.8% | $73,835-19.5% | $125,388-52.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.41% | 3123.93%-3125.3pp | 2268.13%-2269.5pp | 282.24%-283.6pp |
| Employer contribution / active EE | $4,451 | $3,123+42.5% | $2,788+59.7% | $4,866-8.5% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $597 | $5,691-89.5% | $4,880-87.8% | $9,541-93.7% |