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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 | $83,731 | $92,766-9.7% | $82,763+1.2% | $134,545-37.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -5.52% | 946.97%-952.5pp | 702.45%-708.0pp | 418.37%-423.9pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $5,883 | $4,802+22.5% | $4,395+33.9% | $6,401-8.1% |
| Admin fee / account holder | $73,706 | $5,978+1133.0% | $5,325+1284.1% | $11,431+544.8% |