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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 | $26,937 | $152,542-82.3% | $117,498-77.1% | $134,509-80.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -16.46% | 53.02%-69.5pp | 29.75%-46.2pp | 418.13%-434.6pp |
| Employer contribution / active EE | $15,054 | $5,574+170.1% | $4,178+260.3% | $4,741+217.6% |
| Participant deferral / active EE | $0 | $4,819-100.0% | $4,071-100.0% | $6,400-100.0% |
| Admin fee / account holder | $9,662 | $7,006+37.9% | $5,646+71.1% | $11,427-15.4% |