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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 | $15,714 | $90,617-82.7% | $79,476-80.2% | $135,382-88.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.90% | 977.57%-984.5pp | 718.21%-725.1pp | 519.77%-526.7pp |
| Employer contribution / active EE | $6,027 | $3,068+96.5% | $2,800+115.2% | $4,779+26.1% |
| Participant deferral / active EE | $1,269 | $4,050-68.7% | $3,704-65.7% | $5,609-77.4% |
| Admin fee / account holder | $2,979 | $5,907-49.6% | $5,113-41.7% | $10,829-72.5% |