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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 | $24,656 | $95,979-74.3% | $74,551-66.9% | $135,380-81.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.17% | 56.97%-65.1pp | 32.53%-40.7pp | 519.81%-528.0pp |
| Employer contribution / active EE | $1,685 | $2,716-38.0% | $1,961-14.1% | $4,779-64.7% |
| Participant deferral / active EE | $6,409 | $3,844+66.7% | $3,108+106.2% | $5,609+14.3% |
| Admin fee / account holder | $1,319 | $6,522-79.8% | $5,059-73.9% | $10,828-87.8% |