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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 | $29,015 | $67,352-56.9% | $60,899-52.4% | $134,509-78.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -11.89% | 49.99%-61.9pp | 16.92%-28.8pp | 418.13%-430.0pp |
| Employer contribution / active EE | $973 | $3,098-68.6% | $2,702-64.0% | $4,741-79.5% |
| Participant deferral / active EE | $1,701 | $4,539-62.5% | $3,817-55.4% | $6,400-73.4% |
| Admin fee / account holder | $394 | $4,585-91.4% | $3,225-87.8% | $11,427-96.5% |