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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 | $21,422 | $93,117-77.0% | $77,096-72.2% | $134,532-84.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.34% | 62.67%-79.0pp | 42.35%-58.7pp | 418.27%-434.6pp |
| Employer contribution / active EE | $1,262 | $3,420-63.1% | $2,814-55.2% | $4,741-73.4% |
| Participant deferral / active EE | $5,753 | $5,241+9.8% | $4,429+29.9% | $6,401-10.1% |
| Admin fee / account holder | $1,621 | $6,948-76.7% | $5,428-70.1% | $11,429-85.8% |