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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 | $10,357 | $92,684-88.8% | $82,706-87.5% | $134,509-92.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -10.01% | 945.84%-955.9pp | 701.76%-711.8pp | 418.13%-428.1pp |
| Employer contribution / active EE | $1,359 | $3,272-58.5% | $3,007-54.8% | $4,741-71.3% |
| Participant deferral / active EE | $3,749 | $4,800-21.9% | $4,394-14.7% | $6,400-41.4% |
| Admin fee / account holder | $544 | $5,982-90.9% | $5,329-89.8% | $11,427-95.2% |