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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 | $14,747 | $90,607-83.7% | $79,467-81.4% | $135,380-89.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -9.41% | 977.74%-987.1pp | 718.30%-727.7pp | 519.81%-529.2pp |
| Employer contribution / active EE | $1,855 | $3,068-39.5% | $2,800-33.8% | $4,779-61.2% |
| Participant deferral / active EE | $6,291 | $4,050+55.3% | $3,704+69.9% | $5,609+12.2% |
| Admin fee / account holder | $4,557 | $5,895-22.7% | $5,104-10.7% | $10,828-57.9% |