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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 | $17,861 | $133,981-86.7% | $112,249-84.1% | $134,532-86.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -11.13% | 47.16%-58.3pp | 27.48%-38.6pp | 418.27%-429.4pp |
| Employer contribution / active EE | $1,036 | $4,040-74.4% | $3,636-71.5% | $4,741-78.2% |
| Participant deferral / active EE | $2,468 | $5,292-53.4% | $4,729-47.8% | $6,401-61.4% |
| Admin fee / account holder | $70,499 | $7,492+841.0% | $6,412+999.4% | $11,429+516.9% |