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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 | $30,577 | $97,732-68.7% | $83,831-63.5% | $135,380-77.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.08% | 1287.56%-1292.6pp | 850.99%-856.1pp | 519.81%-524.9pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,718 | $4,683-63.3% | $4,082-57.9% | $5,609-69.4% |
| Admin fee / account holder | $12,097 | $6,675+81.2% | $5,479+120.8% | $10,828+11.7% |