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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 | $27,059 | $90,606-70.1% | $79,466-65.9% | $135,379-80.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -9.04% | 977.69%-986.7pp | 718.28%-727.3pp | 519.79%-528.8pp |
| Employer contribution / active EE | $2,500 | $3,068-18.5% | $2,800-10.7% | $4,779-47.7% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,446 | $5,895-75.5% | $5,104-71.7% | $10,828-86.6% |