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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 | $23,806 | $84,464-71.8% | $61,399-61.2% | $134,509-82.3% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -20.73% | 585.06%-605.8pp | 338.81%-359.5pp | 418.13%-438.9pp |
| Employer contribution / active EE | $3,815 | $1,545+147.0% | $1,159+229.0% | $4,741-19.5% |
| Participant deferral / active EE | $10,846 | $2,818+284.9% | $2,124+410.6% | $6,400+69.5% |
| Admin fee / account holder | $1,977 | $2,587-23.6% | $2,131-7.2% | $11,427-82.7% |