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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 | $15,634 | $92,766-83.1% | $82,763-81.1% | $134,545-88.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -9.07% | 946.97%-956.0pp | 702.45%-711.5pp | 418.37%-427.4pp |
| Employer contribution / active EE | $3,988 | $3,273+21.8% | $3,008+32.6% | $4,742-15.9% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,517 | $5,978-74.6% | $5,325-71.5% | $11,431-86.7% |