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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 | $48,605 | $84,697-42.6% | $73,845-34.2% | $125,393-61.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.02% | 3123.66%-3123.7pp | 2267.91%-2267.9pp | 282.23%-282.3pp |
| Employer contribution / active EE | $3,753 | $3,123+20.1% | $2,788+34.6% | $4,866-22.9% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,351-100.0% |
| Admin fee / account holder | $323 | $5,692-94.3% | $4,881-93.4% | $9,541-96.6% |