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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 | $10,851 | $90,607-88.0% | $79,467-86.3% | $135,380-92.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.26% | 977.74%-982.0pp | 718.30%-722.6pp | 519.81%-524.1pp |
| Employer contribution / active EE | $2,570 | $3,068-16.2% | $2,800-8.2% | $4,779-46.2% |
| Participant deferral / active EE | $3,797 | $4,050-6.2% | $3,704+2.5% | $5,609-32.3% |
| Admin fee / account holder | $1,720 | $5,895-70.8% | $5,104-66.3% | $10,828-84.1% |