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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 | $28,201 | $90,607-68.9% | $79,467-64.5% | $135,380-79.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -1.21% | 977.74%-978.9pp | 718.30%-719.5pp | 519.81%-521.0pp |
| Employer contribution / active EE | $564 | $3,068-81.6% | $2,800-79.9% | $4,779-88.2% |
| Participant deferral / active EE | $1,846 | $4,050-54.4% | $3,704-50.2% | $5,609-67.1% |
| Admin fee / account holder | $33,750 | $5,895+472.5% | $5,104+561.2% | $10,828+211.7% |