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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 | $10,738 | $90,607-88.1% | $79,467-86.5% | $135,380-92.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.62% | 977.74%-984.4pp | 718.30%-724.9pp | 519.81%-526.4pp |
| Employer contribution / active EE | $1,305 | $3,068-57.5% | $2,800-53.4% | $4,779-72.7% |
| Participant deferral / active EE | $2,439 | $4,050-39.8% | $3,704-34.2% | $5,609-56.5% |
| Admin fee / account holder | $1,470 | $5,895-75.1% | $5,104-71.2% | $10,828-86.4% |