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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 | $67,428 | $90,320-25.3% | $59,496+13.3% | $125,389-46.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | -2.76% | 369.13%-371.9pp | 182.05%-184.8pp | 282.24%-285.0pp |
| Employer contribution / active EE | $0 | $1,792-100.0% | $1,153-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $22,042 | $2,716+711.6% | $1,829+1104.9% | $5,352+311.9% |
| Admin fee / account holder | $424 | $3,063-86.2% | $2,232-81.0% | $9,541-95.6% |