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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 | $15,772 | $90,606-82.6% | $79,466-80.2% | $135,379-88.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.75% | 977.69%-986.4pp | 718.28%-727.0pp | 519.79%-528.5pp |
| Employer contribution / active EE | $2,210 | $3,068-28.0% | $2,800-21.1% | $4,779-53.8% |
| Participant deferral / active EE | $3,405 | $4,050-15.9% | $3,704-8.1% | $5,609-39.3% |
| Admin fee / account holder | $1,084 | $5,895-81.6% | $5,104-78.8% | $10,828-90.0% |