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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 | $30,049 | $152,597-80.3% | $117,533-74.4% | $134,532-77.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -12.44% | 53.04%-65.5pp | 29.77%-42.2pp | 418.27%-430.7pp |
| Employer contribution / active EE | $1,715 | $5,576-69.2% | $4,179-59.0% | $4,741-63.8% |
| Participant deferral / active EE | $764 | $4,821-84.1% | $4,072-81.2% | $6,401-88.1% |
| Admin fee / account holder | $684 | $7,007-90.2% | $5,647-87.9% | $11,429-94.0% |