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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 | $20,922 | $101,283-79.3% | $75,826-72.4% | $135,380-84.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 68.2%+31.8pp | 82.6%+17.4pp |
| Annual return | -5.51% | 3384.62%-3390.1pp | 1914.15%-1919.7pp | 519.81%-525.3pp |
| Employer contribution / active EE | $2,833 | $2,382+18.9% | $1,913+48.1% | $4,779-40.7% |
| Participant deferral / active EE | $6,322 | $3,469+82.2% | $2,862+120.8% | $5,609+12.7% |
| Admin fee / account holder | $4,394 | $6,539-32.8% | $4,726-7.0% | $10,828-59.4% |