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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 | $16,237 | $133,981-87.9% | $112,249-85.5% | $134,532-87.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.94% | 47.16%-65.1pp | 27.48%-45.4pp | 418.27%-436.2pp |
| Employer contribution / active EE | $1,987 | $4,040-50.8% | $3,636-45.3% | $4,741-58.1% |
| Participant deferral / active EE | $3,127 | $5,292-40.9% | $4,729-33.9% | $6,401-51.1% |
| Admin fee / account holder | $497 | $7,492-93.4% | $6,412-92.3% | $11,429-95.7% |