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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 | $9,024 | $88,596-89.8% | $70,098-87.1% | $134,509-93.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -9.30% | 442.67%-452.0pp | 190.76%-200.1pp | 418.13%-427.4pp |
| Employer contribution / active EE | $3,714 | $3,235+14.8% | $2,560+45.1% | $4,741-21.7% |
| Participant deferral / active EE | $0 | $4,772-100.0% | $3,849-100.0% | $6,400-100.0% |
| Admin fee / account holder | $325 | $10,441-96.9% | $6,266-94.8% | $11,427-97.2% |