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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 | $16,767 | $90,607-81.5% | $79,467-78.9% | $135,380-87.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.29% | 977.74%-986.0pp | 718.30%-726.6pp | 519.81%-528.1pp |
| Employer contribution / active EE | $7,286 | $3,068+137.5% | $2,800+160.2% | $4,779+52.5% |
| Participant deferral / active EE | $2,893 | $4,050-28.6% | $3,704-21.9% | $5,609-48.4% |
| Admin fee / account holder | $811 | $5,895-86.2% | $5,104-84.1% | $10,828-92.5% |