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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 | $64,349 | $138,075-53.4% | $123,552-47.9% | $135,379-52.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.68% | 153.70%-158.4pp | 119.20%-123.9pp | 519.79%-524.5pp |
| Employer contribution / active EE | $1,549 | $5,152-69.9% | $4,628-66.5% | $4,779-67.6% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $24,988 | $10,917+128.9% | $9,285+169.1% | $10,828+130.8% |