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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 | $19,942 | $104,106-80.8% | $71,086-71.9% | $135,382-85.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -11.47% | 1256.30%-1267.8pp | 650.59%-662.1pp | 519.77%-531.2pp |
| Employer contribution / active EE | $1,974 | $1,485+33.0% | $1,088+81.5% | $4,779-58.7% |
| Participant deferral / active EE | $6,516 | $2,527+157.9% | $1,874+247.7% | $5,609+16.2% |
| Admin fee / account holder | $1,098 | $4,142-73.5% | $3,082-64.4% | $10,829-89.9% |