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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 | $16,145 | $134,001-88.0% | $112,258-85.6% | $134,509-88.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.20% | 47.15%-64.3pp | 27.47%-44.7pp | 418.13%-435.3pp |
| Employer contribution / active EE | $1,997 | $4,039-50.6% | $3,636-45.1% | $4,741-57.9% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $2,433 | $7,491-67.5% | $6,411-62.0% | $11,427-78.7% |