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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 | $24,365 | $129,959-81.3% | $104,301-76.6% | $134,532-81.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -19.77% | 42.04%-61.8pp | 24.61%-44.4pp | 418.27%-438.0pp |
| Employer contribution / active EE | $1,100 | $4,185-73.7% | $3,373-67.4% | $4,741-76.8% |
| Participant deferral / active EE | $6,014 | $5,589+7.6% | $4,626+30.0% | $6,401-6.0% |
| Admin fee / account holder | $1,509 | $9,325-83.8% | $7,340-79.4% | $11,429-86.8% |