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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 | $15,499 | $88,603-82.5% | $69,890-77.8% | $134,545-88.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -8.30% | 442.93%-451.2pp | 190.84%-199.1pp | 418.37%-426.7pp |
| Employer contribution / active EE | $6,825 | $3,236+110.9% | $2,560+166.6% | $4,742+43.9% |
| Participant deferral / active EE | $3,470 | $4,771-27.3% | $3,848-9.8% | $6,401-45.8% |
| Admin fee / account holder | $11,955 | $10,443+14.5% | $6,267+90.8% | $11,431+4.6% |