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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 | $9,847 | $88,596-88.9% | $70,098-86.0% | $134,509-92.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -14.65% | 442.67%-457.3pp | 190.76%-205.4pp | 418.13%-432.8pp |
| Employer contribution / active EE | $652 | $3,235-79.8% | $2,560-74.5% | $4,741-86.2% |
| Participant deferral / active EE | $0 | $4,772-100.0% | $3,849-100.0% | $6,400-100.0% |
| Admin fee / account holder | $6,834 | $10,441-34.5% | $6,266+9.1% | $11,427-40.2% |