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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 | $21,971 | $152,591-85.6% | $117,529-81.3% | $134,545-83.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -12.19% | 53.04%-65.2pp | 29.77%-42.0pp | 418.37%-430.6pp |
| Employer contribution / active EE | $1,138 | $5,576-79.6% | $4,179-72.8% | $4,742-76.0% |
| Participant deferral / active EE | $9,506 | $4,821+97.2% | $4,072+133.4% | $6,401+48.5% |
| Admin fee / account holder | $4,513 | $7,004-35.6% | $5,645-20.1% | $11,431-60.5% |