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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 | $36,336 | $152,591-76.2% | $117,529-69.1% | $134,545-73.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -13.06% | 53.04%-66.1pp | 29.77%-42.8pp | 418.37%-431.4pp |
| Employer contribution / active EE | $764 | $5,576-86.3% | $4,179-81.7% | $4,742-83.9% |
| Participant deferral / active EE | $2,294 | $4,821-52.4% | $4,072-43.7% | $6,401-64.2% |
| Admin fee / account holder | $873 | $7,004-87.5% | $5,645-84.5% | $11,431-92.4% |