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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 | $19,321 | $138,102-86.0% | $125,381-84.6% | $134,532-85.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.14% | 750.73%-768.9pp | 572.31%-590.4pp | 418.27%-436.4pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,905 | $7,801+1.3% | $7,448+6.1% | $6,401+23.5% |
| Admin fee / account holder | $3,959 | $11,568-65.8% | $10,007-60.4% | $11,429-65.4% |