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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 | $17,903 | $84,685-78.9% | $73,836-75.8% | $125,389-85.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -2.25% | 3123.80%-3126.0pp | 2268.06%-2270.3pp | 282.24%-284.5pp |
| Employer contribution / active EE | $621 | $3,123-80.1% | $2,787-77.7% | $4,866-87.2% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $757 | $5,694-86.7% | $4,882-84.5% | $9,541-92.1% |