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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 | $19,789 | $92,743-78.7% | $82,744-76.1% | $134,532-85.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.08% | 946.63%-962.7pp | 702.22%-718.3pp | 418.27%-434.3pp |
| Employer contribution / active EE | $1,467 | $3,273-55.2% | $3,008-51.2% | $4,741-69.1% |
| Participant deferral / active EE | $2,049 | $4,802-57.3% | $4,395-53.4% | $6,401-68.0% |
| Admin fee / account holder | $1,182 | $5,977-80.2% | $5,325-77.8% | $11,429-89.7% |