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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 | $79,132 | $92,766-14.7% | $82,763-4.4% | $134,545-41.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -7.79% | 946.97%-954.8pp | 702.45%-710.2pp | 418.37%-426.2pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $6,971 | $4,802+45.2% | $4,395+58.6% | $6,401+8.9% |
| Admin fee / account holder | $3,282 | $5,978-45.1% | $5,325-38.4% | $11,431-71.3% |