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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 | $33,861 | $102,385-66.9% | $147,080-77.0% | $80,935-58.2% |
| Participation rate | 87.3% | 75.9%+11.5pp | 82.2%+5.1pp | 67.7%+19.7pp |
| Annual return | 0.00% | 135.09%-135.1pp | 420.17%-420.2pp | 35.66%-35.7pp |
| Employer contribution / active EE | $1,335 | $3,717-64.1% | $4,933-72.9% | $2,757-51.6% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $379 | $7,951-95.2% | $12,989-97.1% | $6,924-94.5% |