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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 | $10,144 | $92,684-89.1% | $82,706-87.7% | $134,509-92.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.08% | 945.84%-965.9pp | 701.76%-721.8pp | 418.13%-438.2pp |
| Employer contribution / active EE | $2,169 | $3,272-33.7% | $3,007-27.9% | $4,741-54.2% |
| Participant deferral / active EE | $4,761 | $4,800-0.8% | $4,394+8.4% | $6,400-25.6% |
| Admin fee / account holder | $2,832 | $5,982-52.7% | $5,329-46.9% | $11,427-75.2% |