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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 | $44,822 | $104,106-56.9% | $71,086-36.9% | $135,379-66.9% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -7.33% | 1256.30%-1263.6pp | 650.59%-657.9pp | 519.79%-527.1pp |
| Employer contribution / active EE | $4,000 | $1,485+169.4% | $1,088+267.8% | $4,779-16.3% |
| Participant deferral / active EE | $0 | $2,527-100.0% | $1,874-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,660 | $4,142-35.8% | $3,082-13.7% | $10,828-75.4% |