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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 | $35,363 | $93,124-62.0% | $77,100-54.1% | $134,545-73.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.00% | 62.68%-78.7pp | 42.35%-58.4pp | 418.37%-434.4pp |
| Employer contribution / active EE | $1,257 | $3,421-63.3% | $2,815-55.3% | $4,742-73.5% |
| Participant deferral / active EE | $2,094 | $5,242-60.0% | $4,430-52.7% | $6,401-67.3% |
| Admin fee / account holder | $20,194 | $6,970+189.7% | $5,443+271.0% | $11,431+76.7% |