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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 | $27,045 | $92,743-70.8% | $82,744-67.3% | $134,532-79.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.40% | 946.63%-961.0pp | 702.22%-716.6pp | 418.27%-432.7pp |
| Employer contribution / active EE | $1,942 | $3,273-40.6% | $3,008-35.4% | $4,741-59.0% |
| Participant deferral / active EE | $5,619 | $4,802+17.0% | $4,395+27.9% | $6,401-12.2% |
| Admin fee / account holder | $11,139 | $5,977+86.3% | $5,325+109.2% | $11,429-2.5% |