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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 | $15,372 | $93,117-83.5% | $77,096-80.1% | $134,532-88.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -7.23% | 62.67%-69.9pp | 42.35%-49.6pp | 418.27%-425.5pp |
| Employer contribution / active EE | $6,380 | $3,420+86.5% | $2,814+126.7% | $4,741+34.6% |
| Participant deferral / active EE | $1,544 | $5,241-70.5% | $4,429-65.1% | $6,401-75.9% |
| Admin fee / account holder | $1,429 | $6,948-79.4% | $5,428-73.7% | $11,429-87.5% |