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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 | $33,980 | $92,766-63.4% | $82,763-58.9% | $134,545-74.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.65% | 946.97%-963.6pp | 702.45%-719.1pp | 418.37%-435.0pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,617 | $4,802-45.5% | $4,395-40.5% | $6,401-59.1% |
| Admin fee / account holder | $3,543 | $5,978-40.7% | $5,325-33.5% | $11,431-69.0% |