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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 | $12,473 | $152,591-91.8% | $117,529-89.4% | $134,545-90.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -10.86% | 53.04%-63.9pp | 29.77%-40.6pp | 418.37%-429.2pp |
| Employer contribution / active EE | $599 | $5,576-89.3% | $4,179-85.7% | $4,742-87.4% |
| Participant deferral / active EE | $599 | $4,821-87.6% | $4,072-85.3% | $6,401-90.6% |
| Admin fee / account holder | $342 | $7,004-95.1% | $5,645-93.9% | $11,431-97.0% |