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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 | $31,779 | $84,697-62.5% | $73,845-57.0% | $125,393-74.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.55% | 3123.66%-3124.2pp | 2267.91%-2268.5pp | 282.23%-282.8pp |
| Employer contribution / active EE | $1,752 | $3,123-43.9% | $2,788-37.2% | $4,866-64.0% |
| Participant deferral / active EE | $2,669 | $3,993-33.2% | $3,583-25.5% | $5,351-50.1% |
| Admin fee / account holder | $1,069 | $5,692-81.2% | $4,881-78.1% | $9,541-88.8% |