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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 | $8,199 | $93,098-91.2% | $77,081-89.4% | $134,509-93.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.16% | 62.63%-80.8pp | 42.33%-60.5pp | 418.13%-436.3pp |
| Employer contribution / active EE | $3,954 | $3,419+15.6% | $2,813+40.5% | $4,741-16.6% |
| Participant deferral / active EE | $1,097 | $5,239-79.1% | $4,428-75.2% | $6,400-82.9% |
| Admin fee / account holder | $1,637 | $6,945-76.4% | $5,427-69.8% | $11,427-85.7% |