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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 | $32,667 | $90,607-63.9% | $79,467-58.9% | $135,380-75.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -2.70% | 977.74%-980.4pp | 718.30%-721.0pp | 519.81%-522.5pp |
| Employer contribution / active EE | $2,346 | $3,068-23.5% | $2,800-16.2% | $4,779-50.9% |
| Participant deferral / active EE | $6,488 | $4,050+60.2% | $3,704+75.2% | $5,609+15.7% |
| Admin fee / account holder | $22,245 | $5,895+277.4% | $5,104+335.8% | $10,828+105.4% |