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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 | $19,698 | $92,743-78.8% | $82,744-76.2% | $134,532-85.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.22% | 946.63%-959.8pp | 702.22%-715.4pp | 418.27%-431.5pp |
| Employer contribution / active EE | $1,071 | $3,273-67.3% | $3,008-64.4% | $4,741-77.4% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $716 | $5,977-88.0% | $5,325-86.6% | $11,429-93.7% |