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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 | $15,111 | $88,596-82.9% | $70,098-78.4% | $134,509-88.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -19.96% | 442.67%-462.6pp | 190.76%-210.7pp | 418.13%-438.1pp |
| Employer contribution / active EE | $3,282 | $3,235+1.5% | $2,560+28.2% | $4,741-30.8% |
| Participant deferral / active EE | $5,936 | $4,772+24.4% | $3,849+54.2% | $6,400-7.3% |
| Admin fee / account holder | $387 | $10,441-96.3% | $6,266-93.8% | $11,427-96.6% |