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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 | $17,214 | $90,607-81.0% | $79,467-78.3% | $135,380-87.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.91% | 977.74%-984.6pp | 718.30%-725.2pp | 519.81%-526.7pp |
| Employer contribution / active EE | $1,352 | $3,068-55.9% | $2,800-51.7% | $4,779-71.7% |
| Participant deferral / active EE | $3,321 | $4,050-18.0% | $3,704-10.3% | $5,609-40.8% |
| Admin fee / account holder | $1,545 | $5,895-73.8% | $5,104-69.7% | $10,828-85.7% |