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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 | $49,419 | $67,396-26.7% | $60,919-18.9% | $134,545-63.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -16.88% | 50.12%-67.0pp | 16.96%-33.8pp | 418.37%-435.3pp |
| Employer contribution / active EE | $1,918 | $3,101-38.2% | $2,704-29.1% | $4,742-59.6% |
| Participant deferral / active EE | $1,980 | $4,534-56.3% | $3,814-48.1% | $6,401-69.1% |
| Admin fee / account holder | $335 | $4,590-92.7% | $3,228-89.6% | $11,431-97.1% |