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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 | $19,193 | $95,975-80.0% | $74,549-74.3% | $135,379-85.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -0.46% | 56.96%-57.4pp | 32.53%-33.0pp | 519.79%-520.3pp |
| Employer contribution / active EE | $789 | $2,716-70.9% | $1,961-59.7% | $4,779-83.5% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,358 | $6,522-48.5% | $5,059-33.6% | $10,828-69.0% |