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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 | $25,983 | $152,597-83.0% | $117,533-77.9% | $134,532-80.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -10.33% | 53.04%-63.4pp | 29.77%-40.1pp | 418.27%-428.6pp |
| Employer contribution / active EE | $5,737 | $5,576+2.9% | $4,179+37.3% | $4,741+21.0% |
| Participant deferral / active EE | $7,011 | $4,821+45.4% | $4,072+72.2% | $6,401+9.5% |
| Admin fee / account holder | $1,513 | $7,007-78.4% | $5,647-73.2% | $11,429-86.8% |