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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 | $12,397 | $67,352-81.6% | $60,899-79.6% | $134,509-90.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -8.34% | 49.99%-58.3pp | 16.92%-25.3pp | 418.13%-426.5pp |
| Employer contribution / active EE | $1,848 | $3,098-40.3% | $2,702-31.6% | $4,741-61.0% |
| Participant deferral / active EE | $0 | $4,539-100.0% | $3,817-100.0% | $6,400-100.0% |
| Admin fee / account holder | $22,241 | $4,585+385.1% | $3,225+589.6% | $11,427+94.6% |