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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 | $32,534 | $67,352-51.7% | $60,899-46.6% | $134,509-75.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -11.84% | 49.99%-61.8pp | 16.92%-28.8pp | 418.13%-430.0pp |
| Employer contribution / active EE | $1,091 | $3,098-64.8% | $2,702-59.6% | $4,741-77.0% |
| Participant deferral / active EE | $2,958 | $4,539-34.8% | $3,817-22.5% | $6,400-53.8% |
| Admin fee / account holder | $965 | $4,585-78.9% | $3,225-70.1% | $11,427-91.6% |