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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 | $23,720 | $152,542-84.5% | $117,498-79.8% | $134,509-82.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -20.42% | 53.02%-73.4pp | 29.75%-50.2pp | 418.13%-438.6pp |
| Employer contribution / active EE | $1,268 | $5,574-77.3% | $4,178-69.7% | $4,741-73.3% |
| Participant deferral / active EE | $1,105 | $4,819-77.1% | $4,071-72.9% | $6,400-82.7% |
| Admin fee / account holder | $1,590 | $7,006-77.3% | $5,646-71.8% | $11,427-86.1% |