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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 | $45,335 | $99,668-54.5% | $86,451-47.6% | $134,545-66.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.39% | 6789.61%-6809.0pp | 4398.51%-4417.9pp | 418.37%-437.8pp |
| Employer contribution / active EE | $12,877 | $4,403+192.5% | $3,770+241.6% | $4,742+171.6% |
| Participant deferral / active EE | $0 | $7,249-100.0% | $6,953-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,797 | $8,377-66.6% | $6,734-58.5% | $11,431-75.5% |