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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 | $18,708 | $92,684-79.8% | $82,706-77.4% | $134,509-86.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.11% | 945.84%-961.9pp | 701.76%-717.9pp | 418.13%-434.2pp |
| Employer contribution / active EE | $2,837 | $3,272-13.3% | $3,007-5.7% | $4,741-40.2% |
| Participant deferral / active EE | $2,837 | $4,800-40.9% | $4,394-35.4% | $6,400-55.7% |
| Admin fee / account holder | $607 | $5,982-89.8% | $5,329-88.6% | $11,427-94.7% |