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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 | $25,665 | $90,607-71.7% | $79,467-67.7% | $135,380-81.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.10% | 977.74%-985.8pp | 718.30%-726.4pp | 519.81%-527.9pp |
| Employer contribution / active EE | $1,497 | $3,068-51.2% | $2,800-46.6% | $4,779-68.7% |
| Participant deferral / active EE | $4,586 | $4,050+13.2% | $3,704+23.8% | $5,609-18.2% |
| Admin fee / account holder | $880 | $5,895-85.1% | $5,104-82.8% | $10,828-91.9% |