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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 | $15,487 | $84,685-81.7% | $73,836-79.0% | $125,389-87.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.11% | 3123.80%-3124.9pp | 2268.06%-2269.2pp | 282.24%-283.4pp |
| Employer contribution / active EE | $1,718 | $3,123-45.0% | $2,787-38.4% | $4,866-64.7% |
| Participant deferral / active EE | $3,558 | $3,993-10.9% | $3,583-0.7% | $5,352-33.5% |
| Admin fee / account holder | $3,484 | $5,694-38.8% | $4,882-28.6% | $9,541-63.5% |