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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 | $17,077 | $152,591-88.8% | $117,529-85.5% | $134,545-87.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -10.07% | 53.04%-63.1pp | 29.77%-39.8pp | 418.37%-428.4pp |
| Employer contribution / active EE | $2,149 | $5,576-61.5% | $4,179-48.6% | $4,742-54.7% |
| Participant deferral / active EE | $3,973 | $4,821-17.6% | $4,072-2.5% | $6,401-37.9% |
| Admin fee / account holder | $909 | $7,004-87.0% | $5,645-83.9% | $11,431-92.0% |