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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 | $17,737 | $100,792-82.4% | $86,691-79.5% | $134,509-86.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.93% | 29.08%-49.0pp | 35.94%-55.9pp | 418.13%-438.1pp |
| Employer contribution / active EE | $1,500 | $3,491-57.0% | $2,837-47.1% | $4,741-68.4% |
| Participant deferral / active EE | $2,688 | $5,339-49.7% | $4,656-42.3% | $6,400-58.0% |
| Admin fee / account holder | $1,737 | $10,924-84.1% | $7,492-76.8% | $11,427-84.8% |