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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 | $23,278 | $100,805-76.9% | $86,698-73.2% | $134,532-82.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -20.20% | 29.09%-49.3pp | 35.95%-56.1pp | 418.27%-438.5pp |
| Employer contribution / active EE | $3,397 | $3,490-2.7% | $2,837+19.8% | $4,741-28.3% |
| Participant deferral / active EE | $7,000 | $5,339+31.1% | $4,656+50.3% | $6,401+9.4% |
| Admin fee / account holder | $1,154 | $10,925-89.4% | $7,493-84.6% | $11,429-89.9% |