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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 | $14,097 | $88,585-84.1% | $69,884-79.8% | $134,532-89.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -15.46% | 442.80%-458.3pp | 190.81%-206.3pp | 418.27%-433.7pp |
| Employer contribution / active EE | $1,614 | $3,235-50.1% | $2,560-37.0% | $4,741-66.0% |
| Participant deferral / active EE | $4,837 | $4,770+1.4% | $3,848+25.7% | $6,401-24.4% |
| Admin fee / account holder | $4,712 | $10,441-54.9% | $6,266-24.8% | $11,429-58.8% |