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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 | $56,036 | $104,106-46.2% | $71,086-21.2% | $135,382-58.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -2.97% | 1256.30%-1259.3pp | 650.59%-653.6pp | 519.77%-522.7pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,184 | $2,527-13.6% | $1,874+16.5% | $5,609-61.1% |
| Admin fee / account holder | $14,664 | $4,142+254.1% | $3,082+375.7% | $10,829+35.4% |