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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 | $30,262 | $93,098-67.5% | $77,081-60.7% | $134,509-77.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.10% | 62.63%-80.7pp | 42.33%-60.4pp | 418.13%-436.2pp |
| Employer contribution / active EE | $1,617 | $3,419-52.7% | $2,813-42.5% | $4,741-65.9% |
| Participant deferral / active EE | $2,922 | $5,239-44.2% | $4,428-34.0% | $6,400-54.4% |
| Admin fee / account holder | $451 | $6,945-93.5% | $5,427-91.7% | $11,427-96.0% |