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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 | $13,711 | $84,551-83.8% | $61,452-77.7% | $134,532-89.8% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -15.23% | 585.39%-600.6pp | 338.96%-354.2pp | 418.27%-433.5pp |
| Employer contribution / active EE | $6,169 | $1,545+299.4% | $1,160+432.0% | $4,741+30.1% |
| Participant deferral / active EE | $3,911 | $2,818+38.8% | $2,125+84.1% | $6,401-38.9% |
| Admin fee / account holder | $408 | $2,587-84.2% | $2,131-80.9% | $11,429-96.4% |