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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 | $34,061 | $84,628-59.8% | $61,501-44.6% | $134,545-74.7% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -18.76% | 585.61%-604.4pp | 339.04%-357.8pp | 418.37%-437.1pp |
| Employer contribution / active EE | $2,813 | $1,545+82.1% | $1,160+142.6% | $4,742-40.7% |
| Participant deferral / active EE | $4,125 | $2,819+46.4% | $2,125+94.2% | $6,401-35.6% |
| Admin fee / account holder | $357 | $2,587-86.2% | $2,132-83.3% | $11,431-96.9% |