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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 | $33,546 | $90,617-63.0% | $79,476-57.8% | $135,382-75.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -2.28% | 977.57%-979.9pp | 718.21%-720.5pp | 519.77%-522.1pp |
| Employer contribution / active EE | $1,540 | $3,068-49.8% | $2,800-45.0% | $4,779-67.8% |
| Participant deferral / active EE | $4,889 | $4,050+20.7% | $3,704+32.0% | $5,609-12.8% |
| Admin fee / account holder | $18,501 | $5,907+213.2% | $5,113+261.8% | $10,829+70.9% |