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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 | $15,448 | $67,396-77.1% | $60,919-74.6% | $134,545-88.5% |
| Participation rate | 87.0% | 76.2%+10.8pp | 73.1%+13.9pp | 81.2%+5.7pp |
| Annual return | -14.25% | 50.12%-64.4pp | 16.96%-31.2pp | 418.37%-432.6pp |
| Employer contribution / active EE | $9,153 | $3,101+195.1% | $2,704+238.5% | $4,742+93.0% |
| Participant deferral / active EE | $0 | $4,534-100.0% | $3,814-100.0% | $6,401-100.0% |
| Admin fee / account holder | $389 | $4,590-91.5% | $3,228-88.0% | $11,431-96.6% |