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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 | $76,433 | $88,603-13.7% | $69,890+9.4% | $134,545-43.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -15.82% | 442.93%-458.7pp | 190.84%-206.7pp | 418.37%-434.2pp |
| Employer contribution / active EE | $852 | $3,236-73.7% | $2,560-66.7% | $4,742-82.0% |
| Participant deferral / active EE | $4,306 | $4,771-9.7% | $3,848+11.9% | $6,401-32.7% |
| Admin fee / account holder | $629 | $10,443-94.0% | $6,267-90.0% | $11,431-94.5% |