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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 | $20,965 | $67,396-68.9% | $60,919-65.6% | $134,545-84.4% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.1%+15.8pp | 81.2%+7.7pp |
| Annual return | -15.92% | 50.12%-66.0pp | 16.96%-32.9pp | 418.37%-434.3pp |
| Employer contribution / active EE | $4,232 | $3,101+36.5% | $2,704+56.5% | $4,742-10.7% |
| Participant deferral / active EE | $0 | $4,534-100.0% | $3,814-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,303 | $4,590-71.6% | $3,228-59.6% | $11,431-88.6% |