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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 | $16,250 | $84,685-80.8% | $73,836-78.0% | $125,389-87.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.01% | 3123.80%-3124.8pp | 2268.06%-2269.1pp | 282.24%-283.2pp |
| Employer contribution / active EE | $1,078 | $3,123-65.5% | $2,787-61.3% | $4,866-77.9% |
| Participant deferral / active EE | $1,823 | $3,993-54.3% | $3,583-49.1% | $5,352-65.9% |
| Admin fee / account holder | $665 | $5,694-88.3% | $4,882-86.4% | $9,541-93.0% |