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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 | $64,373 | $84,628-23.9% | $61,501+4.7% | $134,545-52.2% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -20.96% | 585.61%-606.6pp | 339.04%-360.0pp | 418.37%-439.3pp |
| Employer contribution / active EE | $1,832 | $1,545+18.6% | $1,160+57.9% | $4,742-61.4% |
| Participant deferral / active EE | $3,199 | $2,819+13.5% | $2,125+50.6% | $6,401-50.0% |
| Admin fee / account holder | $2,384 | $2,587-7.9% | $2,132+11.8% | $11,431-79.1% |