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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 | $9,106 | $84,551-89.2% | $61,452-85.2% | $134,532-93.2% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -9.14% | 585.39%-594.5pp | 338.96%-348.1pp | 418.27%-427.4pp |
| Employer contribution / active EE | $1,715 | $1,545+11.0% | $1,160+47.9% | $4,741-63.8% |
| Participant deferral / active EE | $3,951 | $2,818+40.2% | $2,125+86.0% | $6,401-38.3% |
| Admin fee / account holder | $949 | $2,587-63.3% | $2,131-55.5% | $11,429-91.7% |