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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 | $9,809 | $88,585-88.9% | $69,884-86.0% | $134,532-92.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -11.51% | 442.80%-454.3pp | 190.81%-202.3pp | 418.27%-429.8pp |
| Employer contribution / active EE | $2,104 | $3,235-35.0% | $2,560-17.8% | $4,741-55.6% |
| Participant deferral / active EE | $3,092 | $4,770-35.2% | $3,848-19.6% | $6,401-51.7% |
| Admin fee / account holder | $489 | $10,441-95.3% | $6,266-92.2% | $11,429-95.7% |