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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 | $24,518 | $134,001-81.7% | $112,258-78.2% | $134,509-81.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.73% | 47.15%-61.9pp | 27.47%-42.2pp | 418.13%-432.9pp |
| Employer contribution / active EE | $2,060 | $4,039-49.0% | $3,636-43.4% | $4,741-56.6% |
| Participant deferral / active EE | $4,629 | $5,291-12.5% | $4,728-2.1% | $6,400-27.7% |
| Admin fee / account holder | $630 | $7,491-91.6% | $6,411-90.2% | $11,427-94.5% |