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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 | $25,538 | $92,766-72.5% | $82,763-69.1% | $134,545-81.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.57% | 946.97%-963.5pp | 702.45%-719.0pp | 418.37%-434.9pp |
| Employer contribution / active EE | $455 | $3,273-86.1% | $3,008-84.9% | $4,742-90.4% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $614 | $5,978-89.7% | $5,325-88.5% | $11,431-94.6% |