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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 | $26,492 | $84,628-68.7% | $61,501-56.9% | $134,545-80.3% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -21.32% | 585.61%-606.9pp | 339.04%-360.4pp | 418.37%-439.7pp |
| Employer contribution / active EE | $1,729 | $1,545+11.9% | $1,160+49.1% | $4,742-63.5% |
| Participant deferral / active EE | $6,027 | $2,819+113.8% | $2,125+183.7% | $6,401-5.8% |
| Admin fee / account holder | $2,873 | $2,587+11.0% | $2,132+34.8% | $11,431-74.9% |