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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 | $21,414 | $92,766-76.9% | $82,763-74.1% | $134,545-84.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -6.39% | 946.97%-953.4pp | 702.45%-708.8pp | 418.37%-424.8pp |
| Employer contribution / active EE | $1,872 | $3,273-42.8% | $3,008-37.8% | $4,742-60.5% |
| Participant deferral / active EE | $3,612 | $4,802-24.8% | $4,395-17.8% | $6,401-43.6% |
| Admin fee / account holder | $2,198 | $5,978-63.2% | $5,325-58.7% | $11,431-80.8% |