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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 | $21,665 | $84,685-74.4% | $73,836-70.7% | $125,389-82.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.77% | 3123.80%-3124.6pp | 2268.06%-2268.8pp | 282.24%-283.0pp |
| Employer contribution / active EE | $357 | $3,123-88.6% | $2,787-87.2% | $4,866-92.7% |
| Participant deferral / active EE | $788 | $3,993-80.3% | $3,583-78.0% | $5,352-85.3% |
| Admin fee / account holder | $499 | $5,694-91.2% | $4,882-89.8% | $9,541-94.8% |