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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 | $26,722 | $197,819-86.5% | $155,789-82.8% | $125,389-78.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -3.08% | 86.73%-89.8pp | 71.54%-74.6pp | 282.24%-285.3pp |
| Employer contribution / active EE | $1,711 | $4,850-64.7% | $3,839-55.4% | $4,866-64.8% |
| Participant deferral / active EE | $10,000 | $5,631+77.6% | $4,798+108.4% | $5,352+86.9% |
| Admin fee / account holder | $1,277 | $9,544-86.6% | $7,477-82.9% | $9,541-86.6% |