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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 | $48,583 | $152,542-68.2% | $117,498-58.7% | $134,509-63.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -11.58% | 53.02%-64.6pp | 29.75%-41.3pp | 418.13%-429.7pp |
| Employer contribution / active EE | $1,097 | $5,574-80.3% | $4,178-73.7% | $4,741-76.9% |
| Participant deferral / active EE | $2,356 | $4,819-51.1% | $4,071-42.1% | $6,400-63.2% |
| Admin fee / account holder | $1,412 | $7,006-79.8% | $5,646-75.0% | $11,427-87.6% |