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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 | $20,193 | $90,607-77.7% | $79,467-74.6% | $135,380-85.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.62% | 977.74%-983.4pp | 718.30%-723.9pp | 519.81%-525.4pp |
| Employer contribution / active EE | $2,392 | $3,068-22.0% | $2,800-14.6% | $4,779-49.9% |
| Participant deferral / active EE | $3,306 | $4,050-18.4% | $3,704-10.7% | $5,609-41.1% |
| Admin fee / account holder | $7,738 | $5,895+31.3% | $5,104+51.6% | $10,828-28.5% |