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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 | $9,426 | $92,743-89.8% | $82,744-88.6% | $134,532-93.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -10.59% | 946.63%-957.2pp | 702.22%-712.8pp | 418.27%-428.9pp |
| Employer contribution / active EE | $1,727 | $3,273-47.2% | $3,008-42.6% | $4,741-63.6% |
| Participant deferral / active EE | $3,403 | $4,802-29.1% | $4,395-22.6% | $6,401-46.8% |
| Admin fee / account holder | $1,214 | $5,977-79.7% | $5,325-77.2% | $11,429-89.4% |