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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 | $66,418 | $91,537-27.4% | $130,045-48.9% | $75,173-11.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 0.00% | -631.55%+631.5pp | -137.30%+137.3pp | 160.72%-160.7pp |
| Employer contribution / active EE | $15,385 | $2,845+440.8% | $4,321+256.0% | $2,671+476.0% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,820-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,767 | $6,780-73.9% | $10,600-83.3% | $5,651-68.7% |