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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 | $11,129 | $104,116-89.3% | $71,089-84.3% | $135,380-91.8% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.6%+45.4pp | 82.6%+17.4pp |
| Annual return | -3.57% | 1256.51%-1260.1pp | 650.65%-654.2pp | 519.81%-523.4pp |
| Employer contribution / active EE | $1,249 | $1,485-15.9% | $1,088+14.8% | $4,779-73.9% |
| Participant deferral / active EE | $0 | $2,524-100.0% | $1,873-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,059 | $4,142-26.2% | $3,082-0.8% | $10,828-71.8% |