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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 | $37,149 | $88,603-58.1% | $69,890-46.8% | $134,545-72.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -20.44% | 442.93%-463.4pp | 190.84%-211.3pp | 418.37%-438.8pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,560-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,725 | $4,771-63.8% | $3,848-55.2% | $6,401-73.1% |
| Admin fee / account holder | $3,994 | $10,443-61.8% | $6,267-36.3% | $11,431-65.1% |