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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 | $16,351 | $84,685-80.7% | $73,836-77.9% | $125,389-87.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.85% | 3123.80%-3124.7pp | 2268.06%-2268.9pp | 282.24%-283.1pp |
| Employer contribution / active EE | $2,026 | $3,123-35.1% | $2,787-27.3% | $4,866-58.4% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,866 | $5,694-49.7% | $4,882-41.3% | $9,541-70.0% |