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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 | $133,983-84.7% | $112,244-81.7% | $134,493-84.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.23% | 47.13%-66.4pp | 27.46%-46.7pp | 418.01%-437.2pp |
| Employer contribution / active EE | $1,212 | $4,039-70.0% | $3,635-66.7% | $4,740-74.4% |
| Participant deferral / active EE | $7,161 | $5,291+35.3% | $4,728+51.4% | $6,400+11.9% |
| Admin fee / account holder | $1,378 | $7,490-81.6% | $6,411-78.5% | $11,425-87.9% |