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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 | $18,816 | $133,981-86.0% | $112,249-83.2% | $134,532-86.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.05% | 47.16%-67.2pp | 27.48%-47.5pp | 418.27%-438.3pp |
| Employer contribution / active EE | $1,469 | $4,040-63.6% | $3,636-59.6% | $4,741-69.0% |
| Participant deferral / active EE | $3,970 | $5,292-25.0% | $4,729-16.0% | $6,401-38.0% |
| Admin fee / account holder | $2,422 | $7,492-67.7% | $6,412-62.2% | $11,429-78.8% |