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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 | $20,292 | $84,551-76.0% | $61,452-67.0% | $134,532-84.9% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -16.93% | 585.39%-602.3pp | 338.96%-355.9pp | 418.27%-435.2pp |
| Employer contribution / active EE | $8,571 | $1,545+454.9% | $1,160+639.2% | $4,741+80.8% |
| Participant deferral / active EE | $3,815 | $2,818+35.3% | $2,125+79.6% | $6,401-40.4% |
| Admin fee / account holder | $2,267 | $2,587-12.4% | $2,131+6.4% | $11,429-80.2% |