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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 | $15,298 | $93,124-83.6% | $77,100-80.2% | $134,545-88.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -2.05% | 62.68%-64.7pp | 42.35%-44.4pp | 418.37%-420.4pp |
| Employer contribution / active EE | $2,453 | $3,421-28.3% | $2,815-12.8% | $4,742-48.3% |
| Participant deferral / active EE | $2,359 | $5,242-55.0% | $4,430-46.8% | $6,401-63.2% |
| Admin fee / account holder | $1,887 | $6,970-72.9% | $5,443-65.3% | $11,431-83.5% |