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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 | $17,500 | $84,697-79.3% | $73,845-76.3% | $125,393-86.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.57% | 3123.66%-3125.2pp | 2267.91%-2269.5pp | 282.23%-283.8pp |
| Employer contribution / active EE | $1,639 | $3,123-47.5% | $2,788-41.2% | $4,866-66.3% |
| Participant deferral / active EE | $1,584 | $3,993-60.3% | $3,583-55.8% | $5,351-70.4% |
| Admin fee / account holder | $446 | $5,692-92.2% | $4,881-90.9% | $9,541-95.3% |