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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 | $21,581 | $90,607-76.2% | $79,467-72.8% | $135,380-84.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.80% | 977.74%-982.5pp | 718.30%-723.1pp | 519.81%-524.6pp |
| Employer contribution / active EE | $1,700 | $3,068-44.6% | $2,800-39.3% | $4,779-64.4% |
| Participant deferral / active EE | $3,413 | $4,050-15.7% | $3,704-7.9% | $5,609-39.2% |
| Admin fee / account holder | $937 | $5,895-84.1% | $5,104-81.6% | $10,828-91.3% |