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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 | $31,044 | $92,743-66.5% | $82,744-62.5% | $134,532-76.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.33% | 946.63%-964.0pp | 702.22%-719.5pp | 418.27%-435.6pp |
| Employer contribution / active EE | $1,332 | $3,273-59.3% | $3,008-55.7% | $4,741-71.9% |
| Participant deferral / active EE | $2,619 | $4,802-45.5% | $4,395-40.4% | $6,401-59.1% |
| Admin fee / account holder | $510 | $5,977-91.5% | $5,325-90.4% | $11,429-95.5% |