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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 | $36,749 | $84,685-56.6% | $73,836-50.2% | $125,389-70.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -3.49% | 3123.80%-3127.3pp | 2268.06%-2271.5pp | 282.24%-285.7pp |
| Employer contribution / active EE | $714 | $3,123-77.1% | $2,787-74.4% | $4,866-85.3% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,232 | $5,694-78.4% | $4,882-74.8% | $9,541-87.1% |