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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 | $22,497 | $90,607-75.2% | $79,467-71.7% | $135,380-83.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.33% | 977.74%-984.1pp | 718.30%-724.6pp | 519.81%-526.1pp |
| Employer contribution / active EE | $1,617 | $3,068-47.3% | $2,800-42.3% | $4,779-66.2% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $840 | $5,895-85.7% | $5,104-83.5% | $10,828-92.2% |