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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 | $26,602 | $84,694-68.6% | $73,843-64.0% | $125,392-78.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.66% | 3123.66%-3124.3pp | 2267.91%-2268.6pp | 282.23%-282.9pp |
| Employer contribution / active EE | $1,038 | $3,123-66.7% | $2,787-62.7% | $4,866-78.7% |
| Participant deferral / active EE | $2,820 | $3,992-29.4% | $3,583-21.3% | $5,351-47.3% |
| Admin fee / account holder | $4,774 | $5,691-16.1% | $4,880-2.2% | $9,541-50.0% |