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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 | $16,051 | $92,743-82.7% | $82,744-80.6% | $134,532-88.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.01% | 946.63%-966.6pp | 702.22%-722.2pp | 418.27%-438.3pp |
| Employer contribution / active EE | $6,998 | $3,273+113.8% | $3,008+132.7% | $4,741+47.6% |
| Participant deferral / active EE | $7,322 | $4,802+52.5% | $4,395+66.6% | $6,401+14.4% |
| Admin fee / account holder | $422 | $5,977-92.9% | $5,325-92.1% | $11,429-96.3% |