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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 | $26,626 | $90,607-70.6% | $79,467-66.5% | $135,380-80.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.28% | 977.74%-982.0pp | 718.30%-722.6pp | 519.81%-524.1pp |
| Employer contribution / active EE | $1,676 | $3,068-45.4% | $2,800-40.2% | $4,779-64.9% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $25,067 | $5,895+325.2% | $5,104+391.1% | $10,828+131.5% |