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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 | $10,036 | $84,551-88.1% | $61,452-83.7% | $134,532-92.5% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -14.95% | 585.39%-600.3pp | 338.96%-353.9pp | 418.27%-433.2pp |
| Employer contribution / active EE | $565 | $1,545-63.5% | $1,160-51.3% | $4,741-88.1% |
| Participant deferral / active EE | $620 | $2,818-78.0% | $2,125-70.8% | $6,401-90.3% |
| Admin fee / account holder | $1,907 | $2,587-26.3% | $2,131-10.5% | $11,429-83.3% |