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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 | $20,487 | $82,630-75.2% | $64,105-68.0% | $125,389-83.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -2.83% | 1489.72%-1492.5pp | 791.24%-794.1pp | 282.24%-285.1pp |
| Employer contribution / active EE | $699 | $2,671-73.8% | $1,820-61.6% | $4,866-85.6% |
| Participant deferral / active EE | $3,493 | $3,608-3.2% | $2,822+23.8% | $5,352-34.7% |
| Admin fee / account holder | $668 | $6,382-89.5% | $4,499-85.2% | $9,541-93.0% |