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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 | $33,599 | $152,597-78.0% | $117,533-71.4% | $134,532-75.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -12.16% | 53.04%-65.2pp | 29.77%-41.9pp | 418.27%-430.4pp |
| Employer contribution / active EE | $1,893 | $5,576-66.1% | $4,179-54.7% | $4,741-60.1% |
| Participant deferral / active EE | $1,942 | $4,821-59.7% | $4,072-52.3% | $6,401-69.7% |
| Admin fee / account holder | $1,640 | $7,007-76.6% | $5,647-71.0% | $11,429-85.7% |