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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 | $10,371 | $152,597-93.2% | $117,533-91.2% | $134,532-92.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -9.75% | 53.04%-62.8pp | 29.77%-39.5pp | 418.27%-428.0pp |
| Employer contribution / active EE | $1,825 | $5,576-67.3% | $4,179-56.3% | $4,741-61.5% |
| Participant deferral / active EE | $3,909 | $4,821-18.9% | $4,072-4.0% | $6,401-38.9% |
| Admin fee / account holder | $10,001 | $7,007+42.7% | $5,647+77.1% | $11,429-12.5% |