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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 | $11,701 | $84,628-86.2% | $61,501-81.0% | $134,545-91.3% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -13.29% | 585.61%-598.9pp | 339.04%-352.3pp | 418.37%-431.7pp |
| Employer contribution / active EE | $3,715 | $1,545+140.5% | $1,160+220.4% | $4,742-21.6% |
| Participant deferral / active EE | $2,403 | $2,819-14.7% | $2,125+13.1% | $6,401-62.5% |
| Admin fee / account holder | $417 | $2,587-83.9% | $2,132-80.4% | $11,431-96.4% |