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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 | $23,912 | $133,981-82.2% | $112,249-78.7% | $134,532-82.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.93% | 47.16%-61.1pp | 27.48%-41.4pp | 418.27%-432.2pp |
| Employer contribution / active EE | $1,953 | $4,040-51.7% | $3,636-46.3% | $4,741-58.8% |
| Participant deferral / active EE | $5,500 | $5,292+3.9% | $4,729+16.3% | $6,401-14.1% |
| Admin fee / account holder | $554 | $7,492-92.6% | $6,412-91.4% | $11,429-95.2% |