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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 | $28,407 | $180,459-84.3% | $154,108-81.6% | $135,380-79.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.74% | 888.21%-893.9pp | 735.21%-740.9pp | 519.81%-525.5pp |
| Employer contribution / active EE | $1,459 | $6,035-75.8% | $5,298-72.5% | $4,779-69.5% |
| Participant deferral / active EE | $7,637 | $5,806+31.5% | $5,081+50.3% | $5,609+36.2% |
| Admin fee / account holder | $875 | $16,145-94.6% | $13,411-93.5% | $10,828-91.9% |