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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 | $15,634 | $84,685-81.5% | $73,836-78.8% | $125,389-87.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -3.28% | 3123.80%-3127.1pp | 2268.06%-2271.3pp | 282.24%-285.5pp |
| Employer contribution / active EE | $1,281 | $3,123-59.0% | $2,787-54.0% | $4,866-73.7% |
| Participant deferral / active EE | $2,326 | $3,993-41.7% | $3,583-35.1% | $5,352-56.5% |
| Admin fee / account holder | $886 | $5,694-84.4% | $4,882-81.8% | $9,541-90.7% |