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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 | $51,318 | $67,352-23.8% | $60,899-15.7% | $134,509-61.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -18.91% | 49.99%-68.9pp | 16.92%-35.8pp | 418.13%-437.0pp |
| Employer contribution / active EE | $659 | $3,098-78.7% | $2,702-75.6% | $4,741-86.1% |
| Participant deferral / active EE | $1,272 | $4,539-72.0% | $3,817-66.7% | $6,400-80.1% |
| Admin fee / account holder | $938 | $4,585-79.5% | $3,225-70.9% | $11,427-91.8% |