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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 | $19,301 | $97,729-80.3% | $83,830-77.0% | $135,379-85.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.04% | 1287.52%-1294.6pp | 850.97%-858.0pp | 519.79%-526.8pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,613 | $4,683+19.9% | $4,082+37.5% | $5,609+0.1% |
| Admin fee / account holder | $3,401 | $6,674-49.0% | $5,479-37.9% | $10,828-68.6% |