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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 | $18,341 | $92,743-80.2% | $82,744-77.8% | $134,532-86.4% |
| Participation rate | 90.9% | 75.2%+15.7pp | 72.6%+18.3pp | 81.2%+9.7pp |
| Annual return | -16.05% | 946.63%-962.7pp | 702.22%-718.3pp | 418.27%-434.3pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,624 | $4,802-24.5% | $4,395-17.5% | $6,401-43.4% |
| Admin fee / account holder | $382 | $5,977-93.6% | $5,325-92.8% | $11,429-96.7% |