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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 | $24,908 | $84,551-70.5% | $61,452-59.5% | $134,532-81.5% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -15.85% | 585.39%-601.2pp | 338.96%-354.8pp | 418.27%-434.1pp |
| Employer contribution / active EE | $1,649 | $1,545+6.7% | $1,160+42.2% | $4,741-65.2% |
| Participant deferral / active EE | $11,928 | $2,818+323.2% | $2,125+461.5% | $6,401+86.4% |
| Admin fee / account holder | $5,151 | $2,587+99.1% | $2,131+141.7% | $11,429-54.9% |