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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 | $25,490 | $90,617-71.9% | $79,476-67.9% | $135,382-81.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.26% | 977.57%-983.8pp | 718.21%-724.5pp | 519.77%-526.0pp |
| Employer contribution / active EE | $1,788 | $3,068-41.7% | $2,800-36.2% | $4,779-62.6% |
| Participant deferral / active EE | $2,545 | $4,050-37.2% | $3,704-31.3% | $5,609-54.6% |
| Admin fee / account holder | $3,271 | $5,907-44.6% | $5,113-36.0% | $10,829-69.8% |