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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 | $36,265 | $67,372-46.2% | $60,906-40.5% | $134,532-73.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -7.57% | 50.05%-57.6pp | 16.94%-24.5pp | 418.27%-425.8pp |
| Employer contribution / active EE | $1,139 | $3,099-63.3% | $2,703-57.9% | $4,741-76.0% |
| Participant deferral / active EE | $1,146 | $4,532-74.7% | $3,814-70.0% | $6,401-82.1% |
| Admin fee / account holder | $450 | $4,588-90.2% | $3,227-86.0% | $11,429-96.1% |