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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 | $17,659 | $90,617-80.5% | $79,476-77.8% | $135,382-87.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -2.80% | 977.57%-980.4pp | 718.21%-721.0pp | 519.77%-522.6pp |
| Employer contribution / active EE | $2,980 | $3,068-2.9% | $2,800+6.4% | $4,779-37.6% |
| Participant deferral / active EE | $4,052 | $4,0500% | $3,704+9.4% | $5,609-27.8% |
| Admin fee / account holder | $18,783 | $5,907+218.0% | $5,113+267.3% | $10,829+73.5% |