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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 | $14,544 | $90,607-83.9% | $79,467-81.7% | $135,380-89.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.02% | 977.74%-982.8pp | 718.30%-723.3pp | 519.81%-524.8pp |
| Employer contribution / active EE | $7,866 | $3,068+156.4% | $2,800+180.9% | $4,779+64.6% |
| Participant deferral / active EE | $6,974 | $4,050+72.2% | $3,704+88.3% | $5,609+24.3% |
| Admin fee / account holder | $1,050 | $5,895-82.2% | $5,104-79.4% | $10,828-90.3% |