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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 | $48,025 | $92,766-48.2% | $82,763-42.0% | $134,545-64.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -8.55% | 946.97%-955.5pp | 702.45%-711.0pp | 418.37%-426.9pp |
| Employer contribution / active EE | $573 | $3,273-82.5% | $3,008-81.0% | $4,742-87.9% |
| Participant deferral / active EE | $2,290 | $4,802-52.3% | $4,395-47.9% | $6,401-64.2% |
| Admin fee / account holder | $7,234 | $5,978+21.0% | $5,325+35.8% | $11,431-36.7% |