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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 | $37,567 | $92,766-59.5% | $82,763-54.6% | $134,545-72.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.31% | 946.97%-958.3pp | 702.45%-713.8pp | 418.37%-429.7pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,557 | $4,802-25.9% | $4,395-19.1% | $6,401-44.4% |
| Admin fee / account holder | $742 | $5,978-87.6% | $5,325-86.1% | $11,431-93.5% |