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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 | $9,653 | $92,743-89.6% | $82,744-88.3% | $134,532-92.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.30% | 946.63%-963.9pp | 702.22%-719.5pp | 418.27%-435.6pp |
| Employer contribution / active EE | $1,370 | $3,273-58.1% | $3,008-54.5% | $4,741-71.1% |
| Participant deferral / active EE | $2,503 | $4,802-47.9% | $4,395-43.1% | $6,401-60.9% |
| Admin fee / account holder | $2,169 | $5,977-63.7% | $5,325-59.3% | $11,429-81.0% |