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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 | $41,451 | $152,591-72.8% | $117,529-64.7% | $134,545-69.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -17.34% | 53.04%-70.4pp | 29.77%-47.1pp | 418.37%-435.7pp |
| Employer contribution / active EE | $1,765 | $5,576-68.3% | $4,179-57.8% | $4,742-62.8% |
| Participant deferral / active EE | $3,547 | $4,821-26.4% | $4,072-12.9% | $6,401-44.6% |
| Admin fee / account holder | $660 | $7,004-90.6% | $5,645-88.3% | $11,431-94.2% |