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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 | $13,767 | $90,617-84.8% | $79,476-82.7% | $135,382-89.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -2.72% | 977.57%-980.3pp | 718.21%-720.9pp | 519.77%-522.5pp |
| Employer contribution / active EE | $2,086 | $3,068-32.0% | $2,800-25.5% | $4,779-56.4% |
| Participant deferral / active EE | $3,973 | $4,050-1.9% | $3,704+7.3% | $5,609-29.2% |
| Admin fee / account holder | $615 | $5,907-89.6% | $5,113-88.0% | $10,829-94.3% |