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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 | $27,177 | $152,591-82.2% | $117,529-76.9% | $134,545-79.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -16.38% | 53.04%-69.4pp | 29.77%-46.1pp | 418.37%-434.7pp |
| Employer contribution / active EE | $1,233 | $5,576-77.9% | $4,179-70.5% | $4,742-74.0% |
| Participant deferral / active EE | $1,406 | $4,821-70.8% | $4,072-65.5% | $6,401-78.0% |
| Admin fee / account holder | $1,302 | $7,004-81.4% | $5,645-76.9% | $11,431-88.6% |