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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 | $31,115 | $88,603-64.9% | $69,890-55.5% | $134,545-76.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -17.33% | 442.93%-460.3pp | 190.84%-208.2pp | 418.37%-435.7pp |
| Employer contribution / active EE | $2,987 | $3,236-7.7% | $2,560+16.7% | $4,742-37.0% |
| Participant deferral / active EE | $9,208 | $4,771+93.0% | $3,848+139.3% | $6,401+43.8% |
| Admin fee / account holder | $542 | $10,443-94.8% | $6,267-91.4% | $11,431-95.3% |