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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 | $12,098 | $93,117-87.0% | $77,096-84.3% | $134,532-91.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.71% | 62.67%-81.4pp | 42.35%-61.1pp | 418.27%-437.0pp |
| Employer contribution / active EE | $2,053 | $3,420-40.0% | $2,814-27.1% | $4,741-56.7% |
| Participant deferral / active EE | $4,105 | $5,241-21.7% | $4,429-7.3% | $6,401-35.9% |
| Admin fee / account holder | $2,424 | $6,948-65.1% | $5,428-55.4% | $11,429-78.8% |