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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 | $88,636 | $91,536-3.2% | $130,062-31.9% | $75,177+17.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 0.00% | -631.62%+631.6pp | -137.37%+137.4pp | 160.75%-160.8pp |
| Employer contribution / active EE | $32,762 | $2,845+1051.6% | $4,322+658.0% | $2,671+1126.6% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $17,522 | $6,780+158.5% | $10,601+65.3% | $5,651+210.1% |