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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 | $10,025 | $67,352-85.1% | $60,899-83.5% | $134,509-92.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -12.41% | 49.99%-62.4pp | 16.92%-29.3pp | 418.13%-430.5pp |
| Employer contribution / active EE | $1,475 | $3,098-52.4% | $2,702-45.4% | $4,741-68.9% |
| Participant deferral / active EE | $0 | $4,539-100.0% | $3,817-100.0% | $6,400-100.0% |
| Admin fee / account holder | $323 | $4,585-93.0% | $3,225-90.0% | $11,427-97.2% |