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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 | $19,933 | $133,998-85.1% | $112,263-82.2% | $134,545-85.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.24% | 47.17%-61.4pp | 27.49%-41.7pp | 418.37%-432.6pp |
| Employer contribution / active EE | $1,130 | $4,040-72.0% | $3,636-68.9% | $4,742-76.2% |
| Participant deferral / active EE | $2,559 | $5,292-51.7% | $4,729-45.9% | $6,401-60.0% |
| Admin fee / account holder | $9,991 | $7,493+33.3% | $6,410+55.9% | $11,431-12.6% |