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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 | $36,916 | $27,639+33.6% | $61,501-40.0% | $68,490-46.1% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -18.31% | -13.19%-5.1pp | 339.04%-357.4pp | -7.85%-10.5pp |
| Employer contribution / active EE | $773 | $696+11.1% | $1,160-33.4% | $2,597-70.2% |
| Participant deferral / active EE | $2,520 | $1,264+99.4% | $2,125+18.6% | $4,028-37.4% |
| Admin fee / account holder | $2,573 | $2,012+27.9% | $2,132+20.7% | $5,403-52.4% |