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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 | $17,969 | $129,960-86.2% | $104,299-82.8% | $134,545-86.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -18.83% | 42.06%-60.9pp | 24.62%-43.4pp | 418.37%-437.2pp |
| Employer contribution / active EE | $4,283 | $4,186+2.3% | $3,373+27.0% | $4,742-9.7% |
| Participant deferral / active EE | $4,664 | $5,589-16.6% | $4,626+0.8% | $6,401-27.1% |
| Admin fee / account holder | $399 | $9,324-95.7% | $7,339-94.6% | $11,431-96.5% |