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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 | $152,597-84.5% | $117,533-79.8% | $134,532-82.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -20.42% | 53.04%-73.5pp | 29.77%-50.2pp | 418.27%-438.7pp |
| Employer contribution / active EE | $1,268 | $5,576-77.3% | $4,179-69.7% | $4,741-73.3% |
| Participant deferral / active EE | $1,105 | $4,821-77.1% | $4,072-72.9% | $6,401-82.7% |
| Admin fee / account holder | $1,590 | $7,007-77.3% | $5,647-71.8% | $11,429-86.1% |