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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 | $27,476 | $100,805-72.7% | $86,698-68.3% | $134,532-79.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -20.17% | 29.09%-49.3pp | 35.95%-56.1pp | 418.27%-438.4pp |
| Employer contribution / active EE | $2,312 | $3,490-33.8% | $2,837-18.5% | $4,741-51.2% |
| Participant deferral / active EE | $7,580 | $5,339+42.0% | $4,656+62.8% | $6,401+18.4% |
| Admin fee / account holder | $370 | $10,925-96.6% | $7,493-95.1% | $11,429-96.8% |