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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 | $27,224 | $106,551-74.4% | $91,225-70.2% | $134,532-79.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -17.80% | 160.78%-178.6pp | 114.12%-131.9pp | 418.27%-436.1pp |
| Employer contribution / active EE | $14,716 | $3,331+341.7% | $2,851+416.2% | $4,741+210.4% |
| Participant deferral / active EE | $1,612 | $4,718-65.8% | $4,233-61.9% | $6,401-74.8% |
| Admin fee / account holder | $1,523 | $6,234-75.6% | $5,422-71.9% | $11,429-86.7% |