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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 | $11,517 | $67,396-82.9% | $60,919-81.1% | $134,545-91.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -16.48% | 50.12%-66.6pp | 16.96%-33.4pp | 418.37%-434.8pp |
| Employer contribution / active EE | $1,782 | $3,101-42.6% | $2,704-34.1% | $4,742-62.4% |
| Participant deferral / active EE | $0 | $4,534-100.0% | $3,814-100.0% | $6,401-100.0% |
| Admin fee / account holder | $784 | $4,590-82.9% | $3,228-75.7% | $11,431-93.1% |