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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 | $25,405 | $133,981-81.0% | $112,249-77.4% | $134,532-81.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.02% | 47.16%-64.2pp | 27.48%-44.5pp | 418.27%-435.3pp |
| Employer contribution / active EE | $2,273 | $4,040-43.7% | $3,636-37.5% | $4,741-52.1% |
| Participant deferral / active EE | $3,781 | $5,292-28.6% | $4,729-20.1% | $6,401-40.9% |
| Admin fee / account holder | $315 | $7,492-95.8% | $6,412-95.1% | $11,429-97.2% |