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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 | $69,232 | $97,732-29.2% | $83,831-17.4% | $135,380-48.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.38% | 1287.56%-1294.9pp | 850.99%-858.4pp | 519.81%-527.2pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $11,357 | $4,683+142.5% | $4,082+178.2% | $5,609+102.5% |
| Admin fee / account holder | $652 | $6,675-90.2% | $5,479-88.1% | $10,828-94.0% |