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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 | $38,929 | $92,766-58.0% | $82,763-53.0% | $134,545-71.1% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -14.34% | 946.97%-961.3pp | 702.45%-716.8pp | 418.37%-432.7pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $5,790 | $4,802+20.6% | $4,395+31.7% | $6,401-9.6% |
| Admin fee / account holder | $921 | $5,978-84.6% | $5,325-82.7% | $11,431-91.9% |