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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 | $11,963 | $88,585-86.5% | $69,884-82.9% | $134,532-91.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -3.89% | 442.80%-446.7pp | 190.81%-194.7pp | 418.27%-422.2pp |
| Employer contribution / active EE | $1,337 | $3,235-58.7% | $2,560-47.8% | $4,741-71.8% |
| Participant deferral / active EE | $0 | $4,770-100.0% | $3,848-100.0% | $6,401-100.0% |
| Admin fee / account holder | $23,082 | $10,441+121.1% | $6,266+268.3% | $11,429+102.0% |