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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 | $14,202 | $93,117-84.7% | $77,096-81.6% | $134,532-89.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.39% | 62.67%-79.1pp | 42.35%-58.7pp | 418.27%-434.7pp |
| Employer contribution / active EE | $3,049 | $3,420-10.9% | $2,814+8.3% | $4,741-35.7% |
| Participant deferral / active EE | $2,232 | $5,241-57.4% | $4,429-49.6% | $6,401-65.1% |
| Admin fee / account holder | $1,412 | $6,948-79.7% | $5,428-74.0% | $11,429-87.6% |