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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 | $26,734 | $93,124-71.3% | $77,100-65.3% | $134,545-80.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -19.61% | 62.68%-82.3pp | 42.35%-62.0pp | 418.37%-438.0pp |
| Employer contribution / active EE | $2,385 | $3,421-30.3% | $2,815-15.3% | $4,742-49.7% |
| Participant deferral / active EE | $6,625 | $5,242+26.4% | $4,430+49.6% | $6,401+3.5% |
| Admin fee / account holder | $707 | $6,970-89.9% | $5,443-87.0% | $11,431-93.8% |