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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 | $25,699 | $84,551-69.6% | $61,452-58.2% | $134,532-80.9% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -19.70% | 585.39%-605.1pp | 338.96%-358.7pp | 418.27%-438.0pp |
| Employer contribution / active EE | $1,869 | $1,545+21.0% | $1,160+61.2% | $4,741-60.6% |
| Participant deferral / active EE | $12,896 | $2,818+357.6% | $2,125+507.0% | $6,401+101.5% |
| Admin fee / account holder | $20,989 | $2,587+711.2% | $2,131+884.9% | $11,429+83.6% |