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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 | $26,652 | $152,597-82.5% | $117,533-77.3% | $134,532-80.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -9.60% | 53.04%-62.6pp | 29.77%-39.4pp | 418.27%-427.9pp |
| Employer contribution / active EE | $1,429 | $5,576-74.4% | $4,179-65.8% | $4,741-69.9% |
| Participant deferral / active EE | $2,372 | $4,821-50.8% | $4,072-41.8% | $6,401-62.9% |
| Admin fee / account holder | $1,008 | $7,007-85.6% | $5,647-82.2% | $11,429-91.2% |