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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 | $20,952 | $100,792-79.2% | $86,691-75.8% | $134,509-84.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -13.37% | 29.08%-42.5pp | 35.94%-49.3pp | 418.13%-431.5pp |
| Employer contribution / active EE | $2,451 | $3,491-29.8% | $2,837-13.6% | $4,741-48.3% |
| Participant deferral / active EE | $2,500 | $5,339-53.2% | $4,656-46.3% | $6,400-60.9% |
| Admin fee / account holder | $586 | $10,924-94.6% | $7,492-92.2% | $11,427-94.9% |