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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 | $48,257 | $99,668-51.6% | $86,451-44.2% | $134,545-64.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.73% | 6789.61%-6806.3pp | 4398.51%-4415.2pp | 418.37%-435.1pp |
| Employer contribution / active EE | $0 | $4,403-100.0% | $3,770-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,340 | $7,249-67.7% | $6,953-66.3% | $6,401-63.4% |
| Admin fee / account holder | $500 | $8,377-94.0% | $6,734-92.6% | $11,431-95.6% |