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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 | $8,797 | $104,106-91.5% | $71,086-87.6% | $135,382-93.5% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -9.48% | 1256.30%-1265.8pp | 650.59%-660.1pp | 519.77%-529.2pp |
| Employer contribution / active EE | $3,125 | $1,485+110.4% | $1,088+187.3% | $4,779-34.6% |
| Participant deferral / active EE | $0 | $2,527-100.0% | $1,874-100.0% | $5,609-100.0% |
| Admin fee / account holder | $310 | $4,142-92.5% | $3,082-89.9% | $10,829-97.1% |