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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 | $47,052 | $92,743-49.3% | $82,744-43.1% | $134,532-65.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -6.38% | 946.63%-953.0pp | 702.22%-708.6pp | 418.27%-424.7pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,052 | $4,802-57.3% | $4,395-53.3% | $6,401-67.9% |
| Admin fee / account holder | $98,594 | $5,977+1549.5% | $5,325+1751.6% | $11,429+762.7% |