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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 | $9,834 | $152,597-93.6% | $117,533-91.6% | $134,532-92.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -14.64% | 53.04%-67.7pp | 29.77%-44.4pp | 418.27%-432.9pp |
| Employer contribution / active EE | $788 | $5,576-85.9% | $4,179-81.1% | $4,741-83.4% |
| Participant deferral / active EE | $1,296 | $4,821-73.1% | $4,072-68.2% | $6,401-79.8% |
| Admin fee / account holder | $3,638 | $7,007-48.1% | $5,647-35.6% | $11,429-68.2% |