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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 | $13,141 | $90,607-85.5% | $79,467-83.5% | $135,380-90.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.94% | 977.74%-984.7pp | 718.30%-725.2pp | 519.81%-526.7pp |
| Employer contribution / active EE | $2,374 | $3,068-22.6% | $2,800-15.2% | $4,779-50.3% |
| Participant deferral / active EE | $657 | $4,050-83.8% | $3,704-82.3% | $5,609-88.3% |
| Admin fee / account holder | $396 | $5,895-93.3% | $5,104-92.2% | $10,828-96.3% |