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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 | $93,124-67.5% | $77,100-60.7% | $134,545-77.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.10% | 62.68%-80.8pp | 42.35%-60.5pp | 418.37%-436.5pp |
| Employer contribution / active EE | $1,617 | $3,421-52.7% | $2,815-42.5% | $4,742-65.9% |
| Participant deferral / active EE | $2,922 | $5,242-44.3% | $4,430-34.0% | $6,401-54.4% |
| Admin fee / account holder | $451 | $6,970-93.5% | $5,443-91.7% | $11,431-96.1% |