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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 | $10,630 | $101,283-89.5% | $75,826-86.0% | $135,379-92.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 68.2%+31.8pp | 82.6%+17.4pp |
| Annual return | -9.91% | 3384.62%-3394.5pp | 1914.15%-1924.1pp | 519.79%-529.7pp |
| Employer contribution / active EE | $1,848 | $2,382-22.4% | $1,913-3.4% | $4,779-61.3% |
| Participant deferral / active EE | $3,694 | $3,469+6.5% | $2,862+29.0% | $5,609-34.1% |
| Admin fee / account holder | $315 | $6,539-95.2% | $4,726-93.3% | $10,828-97.1% |