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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 | $77,685 | $40,435+92.1% | $80,648-3.7% | $74,473+4.3% |
| Participation rate | 100.0% | 47.4%+52.6pp | 67.0%+33.0pp | 70.7%+29.3pp |
| Annual return | 0.00% | 165.22%-165.2pp | 937.21%-937.2pp | 34.36%-34.4pp |
| Employer contribution / active EE | $18,196 | $1,498+1115.1% | $2,724+568.1% | $2,638+589.7% |
| Participant deferral / active EE | $0 | $2,673-100.0% | $4,443-100.0% | $4,530-100.0% |
| Admin fee / account holder | $2,545 | $721+253.1% | $5,382-52.7% | $347+633.3% |