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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 | $25,997 | $90,617-71.3% | $79,476-67.3% | $135,382-80.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -1.24% | 977.57%-978.8pp | 718.21%-719.4pp | 519.77%-521.0pp |
| Employer contribution / active EE | $2,548 | $3,068-16.9% | $2,800-9.0% | $4,779-46.7% |
| Participant deferral / active EE | $923 | $4,050-77.2% | $3,704-75.1% | $5,609-83.6% |
| Admin fee / account holder | $7,436 | $5,907+25.9% | $5,113+45.4% | $10,829-31.3% |