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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 | $12,534 | $92,766-86.5% | $82,763-84.9% | $134,545-90.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.48% | 946.97%-961.5pp | 702.45%-716.9pp | 418.37%-432.8pp |
| Employer contribution / active EE | $1,510 | $3,273-53.9% | $3,008-49.8% | $4,742-68.2% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,029 | $5,978-82.8% | $5,325-80.7% | $11,431-91.0% |