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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 | $20,467 | $92,743-77.9% | $82,744-75.3% | $134,532-84.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.24% | 946.63%-960.9pp | 702.22%-716.5pp | 418.27%-432.5pp |
| Employer contribution / active EE | $1,791 | $3,273-45.3% | $3,008-40.4% | $4,741-62.2% |
| Participant deferral / active EE | $2,183 | $4,802-54.5% | $4,395-50.3% | $6,401-65.9% |
| Admin fee / account holder | $1,272 | $5,977-78.7% | $5,325-76.1% | $11,429-88.9% |