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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 | $45,988 | $84,628-45.7% | $61,501-25.2% | $134,545-65.8% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -17.34% | 585.61%-603.0pp | 339.04%-356.4pp | 418.37%-435.7pp |
| Employer contribution / active EE | $2,445 | $1,545+58.3% | $1,160+110.9% | $4,742-48.4% |
| Participant deferral / active EE | $9,848 | $2,819+249.4% | $2,125+363.5% | $6,401+53.8% |
| Admin fee / account holder | $670 | $2,587-74.1% | $2,132-68.6% | $11,431-94.1% |