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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 | $15,219 | $90,607-83.2% | $79,467-80.8% | $135,380-88.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.33% | 977.74%-985.1pp | 718.30%-725.6pp | 519.81%-527.1pp |
| Employer contribution / active EE | $2,149 | $3,068-30.0% | $2,800-23.3% | $4,779-55.0% |
| Participant deferral / active EE | $1,196 | $4,050-70.5% | $3,704-67.7% | $5,609-78.7% |
| Admin fee / account holder | $2,218 | $5,895-62.4% | $5,104-56.6% | $10,828-79.5% |