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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 | $33,270 | $67,352-50.6% | $60,899-45.4% | $134,509-75.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -8.58% | 49.99%-58.6pp | 16.92%-25.5pp | 418.13%-426.7pp |
| Employer contribution / active EE | $887 | $3,098-71.4% | $2,702-67.2% | $4,741-81.3% |
| Participant deferral / active EE | $1,277 | $4,539-71.9% | $3,817-66.6% | $6,400-80.1% |
| Admin fee / account holder | $2,013 | $4,585-56.1% | $3,225-37.6% | $11,427-82.4% |