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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 | $57,087 | $99,647-42.7% | $86,439-34.0% | $134,493-57.6% |
| Participation rate | 83.3% | 82.1%+1.3pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -9.12% | 6784.13%-6793.3pp | 4395.55%-4404.7pp | 418.01%-427.1pp |
| Employer contribution / active EE | $0 | $4,401-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $21,650 | $7,246+198.8% | $6,952+211.4% | $6,400+238.3% |
| Admin fee / account holder | $21,380 | $8,373+155.3% | $6,732+217.6% | $11,425+87.1% |