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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 | $17,199 | $84,685-79.7% | $73,836-76.7% | $125,389-86.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -2.33% | 3123.80%-3126.1pp | 2268.06%-2270.4pp | 282.24%-284.6pp |
| Employer contribution / active EE | $2,978 | $3,123-4.7% | $2,787+6.8% | $4,866-38.8% |
| Participant deferral / active EE | $3,281 | $3,993-17.8% | $3,583-8.4% | $5,352-38.7% |
| Admin fee / account holder | $383 | $5,694-93.3% | $4,882-92.2% | $9,541-96.0% |