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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 | $15,159 | $90,617-83.3% | $79,476-80.9% | $135,382-88.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.87% | 977.57%-981.4pp | 718.21%-722.1pp | 519.77%-523.6pp |
| Employer contribution / active EE | $2,112 | $3,068-31.2% | $2,800-24.6% | $4,779-55.8% |
| Participant deferral / active EE | $1,508 | $4,050-62.8% | $3,704-59.3% | $5,609-73.1% |
| Admin fee / account holder | $848 | $5,907-85.6% | $5,113-83.4% | $10,829-92.2% |