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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 | $14,629 | $93,117-84.3% | $77,096-81.0% | $134,532-89.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -17.52% | 62.67%-80.2pp | 42.35%-59.9pp | 418.27%-435.8pp |
| Employer contribution / active EE | $2,152 | $3,420-37.1% | $2,814-23.5% | $4,741-54.6% |
| Participant deferral / active EE | $3,905 | $5,241-25.5% | $4,429-11.8% | $6,401-39.0% |
| Admin fee / account holder | $2,903 | $6,948-58.2% | $5,428-46.5% | $11,429-74.6% |