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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 | $15,151 | $90,617-83.3% | $79,476-80.9% | $135,382-88.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -1.90% | 977.57%-979.5pp | 718.21%-720.1pp | 519.77%-521.7pp |
| Employer contribution / active EE | $5,471 | $3,068+78.3% | $2,800+95.4% | $4,779+14.5% |
| Participant deferral / active EE | $9,616 | $4,050+137.4% | $3,704+159.6% | $5,609+71.4% |
| Admin fee / account holder | $10,307 | $5,907+74.5% | $5,113+101.6% | $10,829-4.8% |