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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 | $26,845 | $90,607-70.4% | $79,467-66.2% | $135,380-80.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.00% | 977.74%-982.7pp | 718.30%-723.3pp | 519.81%-524.8pp |
| Employer contribution / active EE | $1,361 | $3,068-55.6% | $2,800-51.4% | $4,779-71.5% |
| Participant deferral / active EE | $4,265 | $4,050+5.3% | $3,704+15.1% | $5,609-24.0% |
| Admin fee / account holder | $15,656 | $5,895+165.6% | $5,104+206.7% | $10,828+44.6% |