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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 | $18,323 | $90,607-79.8% | $79,467-76.9% | $135,380-86.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.26% | 977.74%-981.0pp | 718.30%-721.6pp | 519.81%-523.1pp |
| Employer contribution / active EE | $1,931 | $3,068-37.1% | $2,800-31.0% | $4,779-59.6% |
| Participant deferral / active EE | $2,910 | $4,050-28.2% | $3,704-21.4% | $5,609-48.1% |
| Admin fee / account holder | $11,001 | $5,895+86.6% | $5,104+115.5% | $10,828+1.6% |