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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 | $11,835 | $133,981-91.2% | $112,249-89.5% | $134,532-91.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.84% | 47.16%-65.0pp | 27.48%-45.3pp | 418.27%-436.1pp |
| Employer contribution / active EE | $1,362 | $4,040-66.3% | $3,636-62.6% | $4,741-71.3% |
| Participant deferral / active EE | $2,438 | $5,292-53.9% | $4,729-48.5% | $6,401-61.9% |
| Admin fee / account holder | $1,335 | $7,492-82.2% | $6,412-79.2% | $11,429-88.3% |