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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 | $61,012 | $99,668-38.8% | $86,451-29.4% | $134,545-54.7% |
| Participation rate | 80.0% | 82.1%-2.1pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -18.47% | 6789.61%-6808.1pp | 4398.51%-4417.0pp | 418.37%-436.8pp |
| Employer contribution / active EE | $0 | $4,403-100.0% | $3,770-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $17,754 | $7,249+144.9% | $6,953+155.3% | $6,401+177.3% |
| Admin fee / account holder | $3,943 | $8,377-52.9% | $6,734-41.5% | $11,431-65.5% |