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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 | $19,203 | $90,606-78.8% | $79,466-75.8% | $135,379-85.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.07% | 977.69%-980.8pp | 718.28%-721.4pp | 519.79%-522.9pp |
| Employer contribution / active EE | $569 | $3,068-81.4% | $2,800-79.7% | $4,779-88.1% |
| Participant deferral / active EE | $650 | $4,050-84.0% | $3,704-82.5% | $5,609-88.4% |
| Admin fee / account holder | $479 | $5,895-91.9% | $5,104-90.6% | $10,828-95.6% |