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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 | $20,336 | $84,685-76.0% | $73,836-72.5% | $125,389-83.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.72% | 3123.80%-3124.5pp | 2268.06%-2268.8pp | 282.24%-283.0pp |
| Employer contribution / active EE | $1,836 | $3,123-41.2% | $2,787-34.1% | $4,866-62.3% |
| Participant deferral / active EE | $1,922 | $3,993-51.9% | $3,583-46.4% | $5,352-64.1% |
| Admin fee / account holder | $1,730 | $5,694-69.6% | $4,882-64.6% | $9,541-81.9% |