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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 | $21,111 | $152,591-86.2% | $117,529-82.0% | $134,545-84.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -14.04% | 53.04%-67.1pp | 29.77%-43.8pp | 418.37%-432.4pp |
| Employer contribution / active EE | $7,223 | $5,576+29.5% | $4,179+72.8% | $4,742+52.3% |
| Participant deferral / active EE | $3,201 | $4,821-33.6% | $4,072-21.4% | $6,401-50.0% |
| Admin fee / account holder | $673 | $7,004-90.4% | $5,645-88.1% | $11,431-94.1% |