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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 | $15,195 | $90,607-83.2% | $79,467-80.9% | $135,380-88.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.39% | 977.74%-986.1pp | 718.30%-726.7pp | 519.81%-528.2pp |
| Employer contribution / active EE | $734 | $3,068-76.1% | $2,800-73.8% | $4,779-84.6% |
| Participant deferral / active EE | $1,440 | $4,050-64.4% | $3,704-61.1% | $5,609-74.3% |
| Admin fee / account holder | $382 | $5,895-93.5% | $5,104-92.5% | $10,828-96.5% |