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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 | $144,466 | $54,370+165.7% | $82,763+74.6% | $68,490+110.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -1.74% | -13.67%+11.9pp | 702.45%-704.2pp | -7.85%+6.1pp |
| Employer contribution / active EE | $17,647 | $2,219+695.2% | $3,008+486.6% | $2,597+579.6% |
| Participant deferral / active EE | $0 | $3,247-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $17,146 | $4,398+289.9% | $5,325+222.0% | $5,403+217.4% |