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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 | $73,382 | $90,617-19.0% | $79,476-7.7% | $135,382-45.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.14% | 977.57%-982.7pp | 718.21%-723.4pp | 519.77%-524.9pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,074 | $4,050+25.3% | $3,704+37.0% | $5,609-9.5% |
| Admin fee / account holder | $2,508 | $5,907-57.6% | $5,113-51.0% | $10,829-76.8% |