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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 | $75,124 | $97,732-23.1% | $83,831-10.4% | $135,380-44.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.29% | 1287.56%-1296.8pp | 850.99%-860.3pp | 519.81%-529.1pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $24,000 | $4,683+412.5% | $4,082+488.0% | $5,609+327.9% |
| Admin fee / account holder | $3,271 | $6,675-51.0% | $5,479-40.3% | $10,828-69.8% |