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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 | $71,170 | $84,628-15.9% | $61,501+15.7% | $134,545-47.1% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -16.64% | 585.61%-602.2pp | 339.04%-355.7pp | 418.37%-435.0pp |
| Employer contribution / active EE | $700 | $1,545-54.7% | $1,160-39.6% | $4,742-85.2% |
| Participant deferral / active EE | $0 | $2,819-100.0% | $2,125-100.0% | $6,401-100.0% |
| Admin fee / account holder | $631 | $2,587-75.6% | $2,132-70.4% | $11,431-94.5% |