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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 | $33,404 | $152,591-78.1% | $117,529-71.6% | $134,545-75.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -18.73% | 53.04%-71.8pp | 29.77%-48.5pp | 418.37%-437.1pp |
| Employer contribution / active EE | $1,395 | $5,576-75.0% | $4,179-66.6% | $4,742-70.6% |
| Participant deferral / active EE | $2,080 | $4,821-56.9% | $4,072-48.9% | $6,401-67.5% |
| Admin fee / account holder | $1,740 | $7,004-75.2% | $5,645-69.2% | $11,431-84.8% |