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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 | $37,661 | $84,628-55.5% | $61,501-38.8% | $134,545-72.0% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -17.31% | 585.61%-602.9pp | 339.04%-356.4pp | 418.37%-435.7pp |
| Employer contribution / active EE | $5,609 | $1,545+263.1% | $1,160+383.7% | $4,742+18.3% |
| Participant deferral / active EE | $3,327 | $2,819+18.0% | $2,125+56.6% | $6,401-48.0% |
| Admin fee / account holder | $312 | $2,587-88.0% | $2,132-85.4% | $11,431-97.3% |