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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 | $38,539 | $78,694-51.0% | $67,652-43.0% | $125,393-69.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -0.93% | 9.46%-10.4pp | 6625.04%-6626.0pp | 282.23%-283.2pp |
| Employer contribution / active EE | $1,341 | $3,044-55.9% | $2,266-40.8% | $4,866-72.4% |
| Participant deferral / active EE | $8,098 | $4,292+88.7% | $3,560+127.5% | $5,351+51.3% |
| Admin fee / account holder | $16,819 | $7,403+127.2% | $4,821+248.9% | $9,541+76.3% |