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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 | $9,243 | $152,591-93.9% | $117,529-92.1% | $134,545-93.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -7.31% | 53.04%-60.4pp | 29.77%-37.1pp | 418.37%-425.7pp |
| Employer contribution / active EE | $1,789 | $5,576-67.9% | $4,179-57.2% | $4,742-62.3% |
| Participant deferral / active EE | $3,167 | $4,821-34.3% | $4,072-22.2% | $6,401-50.5% |
| Admin fee / account holder | $3,983 | $7,004-43.1% | $5,645-29.5% | $11,431-65.2% |