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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 | $15,548 | $90,607-82.8% | $79,467-80.4% | $135,380-88.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.10% | 977.74%-983.8pp | 718.30%-724.4pp | 519.81%-525.9pp |
| Employer contribution / active EE | $1,544 | $3,068-49.7% | $2,800-44.9% | $4,779-67.7% |
| Participant deferral / active EE | $3,250 | $4,050-19.8% | $3,704-12.3% | $5,609-42.1% |
| Admin fee / account holder | $1,039 | $5,895-82.4% | $5,104-79.6% | $10,828-90.4% |