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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 | $18,863 | $84,551-77.7% | $61,452-69.3% | $134,532-86.0% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -17.87% | 585.39%-603.3pp | 338.96%-356.8pp | 418.27%-436.1pp |
| Employer contribution / active EE | $10,462 | $1,545+577.2% | $1,160+802.2% | $4,741+120.7% |
| Participant deferral / active EE | $2,787 | $2,818-1.1% | $2,125+31.2% | $6,401-56.5% |
| Admin fee / account holder | $391 | $2,587-84.9% | $2,131-81.6% | $11,429-96.6% |