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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 | $16,693 | $90,607-81.6% | $79,467-79.0% | $135,380-87.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.98% | 977.74%-986.7pp | 718.30%-727.3pp | 519.81%-528.8pp |
| Employer contribution / active EE | $3,694 | $3,068+20.4% | $2,800+31.9% | $4,779-22.7% |
| Participant deferral / active EE | $4,546 | $4,050+12.2% | $3,704+22.7% | $5,609-19.0% |
| Admin fee / account holder | $3,293 | $5,895-44.1% | $5,104-35.5% | $10,828-69.6% |