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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 | $28,453 | $152,597-81.4% | $117,533-75.8% | $134,532-78.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -20.41% | 53.04%-73.5pp | 29.77%-50.2pp | 418.27%-438.7pp |
| Employer contribution / active EE | $1,556 | $5,576-72.1% | $4,179-62.8% | $4,741-67.2% |
| Participant deferral / active EE | $3,625 | $4,821-24.8% | $4,072-11.0% | $6,401-43.4% |
| Admin fee / account holder | $563 | $7,007-92.0% | $5,647-90.0% | $11,429-95.1% |