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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 | $36,561 | $93,117-60.7% | $77,096-52.6% | $134,532-72.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -15.31% | 62.67%-78.0pp | 42.35%-57.7pp | 418.27%-433.6pp |
| Employer contribution / active EE | $2,571 | $3,420-24.8% | $2,814-8.6% | $4,741-45.8% |
| Participant deferral / active EE | $2,025 | $5,241-61.4% | $4,429-54.3% | $6,401-68.4% |
| Admin fee / account holder | $123,086 | $6,948+1671.6% | $5,428+2167.4% | $11,429+977.0% |