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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 | $8,863 | $106,549-91.7% | $91,225-90.3% | $134,509-93.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -14.33% | 160.73%-175.1pp | 114.10%-128.4pp | 418.13%-432.5pp |
| Employer contribution / active EE | $3,176 | $3,331-4.7% | $2,851+11.4% | $4,741-33.0% |
| Participant deferral / active EE | $1,931 | $4,719-59.1% | $4,234-54.4% | $6,400-69.8% |
| Admin fee / account holder | $629 | $6,234-89.9% | $5,422-88.4% | $11,427-94.5% |