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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 | $36,507 | $152,597-76.1% | $117,533-68.9% | $134,532-72.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -16.95% | 53.04%-70.0pp | 29.77%-46.7pp | 418.27%-435.2pp |
| Employer contribution / active EE | $811 | $5,576-85.5% | $4,179-80.6% | $4,741-82.9% |
| Participant deferral / active EE | $3,907 | $4,821-19.0% | $4,072-4.1% | $6,401-39.0% |
| Admin fee / account holder | $1,028 | $7,007-85.3% | $5,647-81.8% | $11,429-91.0% |