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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 | $65,052 | $99,668-34.7% | $86,451-24.8% | $134,545-51.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.98% | 6789.61%-6803.6pp | 4398.51%-4412.5pp | 418.37%-432.4pp |
| Employer contribution / active EE | $0 | $4,403-100.0% | $3,770-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $23,750 | $7,249+227.6% | $6,953+241.6% | $6,401+271.0% |
| Admin fee / account holder | $597 | $8,377-92.9% | $6,734-91.1% | $11,431-94.8% |