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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 | $42,610 | $84,628-49.7% | $61,501-30.7% | $134,545-68.3% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -18.98% | 585.61%-604.6pp | 339.04%-358.0pp | 418.37%-437.3pp |
| Employer contribution / active EE | $2,948 | $1,545+90.8% | $1,160+154.2% | $4,742-37.8% |
| Participant deferral / active EE | $14,048 | $2,819+398.4% | $2,125+561.2% | $6,401+119.5% |
| Admin fee / account holder | $446 | $2,587-82.8% | $2,132-79.1% | $11,431-96.1% |