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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 | $17,766 | $92,766-80.8% | $82,763-78.5% | $134,545-86.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -6.98% | 946.97%-954.0pp | 702.45%-709.4pp | 418.37%-425.3pp |
| Employer contribution / active EE | $546 | $3,273-83.3% | $3,008-81.9% | $4,742-88.5% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $342 | $5,978-94.3% | $5,325-93.6% | $11,431-97.0% |