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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 | $27,209 | $92,743-70.7% | $82,744-67.1% | $134,532-79.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -10.70% | 946.63%-957.3pp | 702.22%-712.9pp | 418.27%-429.0pp |
| Employer contribution / active EE | $2,872 | $3,273-12.3% | $3,008-4.5% | $4,741-39.4% |
| Participant deferral / active EE | $4,471 | $4,802-6.9% | $4,395+1.7% | $6,401-30.1% |
| Admin fee / account holder | $1,059 | $5,977-82.3% | $5,325-80.1% | $11,429-90.7% |