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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 | $18,042 | $67,372-73.2% | $60,906-70.4% | $134,532-86.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -15.11% | 50.05%-65.2pp | 16.94%-32.0pp | 418.27%-433.4pp |
| Employer contribution / active EE | $1,352 | $3,099-56.4% | $2,703-50.0% | $4,741-71.5% |
| Participant deferral / active EE | $0 | $4,532-100.0% | $3,814-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,696 | $4,588-19.5% | $3,227+14.5% | $11,429-67.7% |