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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 | $22,073 | $152,591-85.5% | $117,529-81.2% | $134,545-83.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -12.37% | 53.04%-65.4pp | 29.77%-42.1pp | 418.37%-430.7pp |
| Employer contribution / active EE | $1,423 | $5,576-74.5% | $4,179-65.9% | $4,742-70.0% |
| Participant deferral / active EE | $1,423 | $4,821-70.5% | $4,072-65.0% | $6,401-77.8% |
| Admin fee / account holder | $1,875 | $7,004-73.2% | $5,645-66.8% | $11,431-83.6% |