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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 | $20,492 | $133,998-84.7% | $112,263-81.7% | $134,545-84.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.23% | 47.17%-66.4pp | 27.49%-46.7pp | 418.37%-437.6pp |
| Employer contribution / active EE | $1,212 | $4,040-70.0% | $3,636-66.7% | $4,742-74.4% |
| Participant deferral / active EE | $7,161 | $5,292+35.3% | $4,729+51.4% | $6,401+11.9% |
| Admin fee / account holder | $1,378 | $7,493-81.6% | $6,410-78.5% | $11,431-87.9% |