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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 | $30,714 | $90,617-66.1% | $79,476-61.4% | $135,382-77.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.77% | 977.57%-985.3pp | 718.21%-726.0pp | 519.77%-527.5pp |
| Employer contribution / active EE | $2,568 | $3,068-16.3% | $2,800-8.3% | $4,779-46.3% |
| Participant deferral / active EE | $3,555 | $4,050-12.2% | $3,704-4.0% | $5,609-36.6% |
| Admin fee / account holder | $819 | $5,907-86.1% | $5,113-84.0% | $10,829-92.4% |