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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 | $26,658 | $92,743-71.3% | $82,744-67.8% | $134,532-80.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -4.39% | 946.63%-951.0pp | 702.22%-706.6pp | 418.27%-422.7pp |
| Employer contribution / active EE | $6,712 | $3,273+105.1% | $3,008+123.1% | $4,741+41.6% |
| Participant deferral / active EE | $2,728 | $4,802-43.2% | $4,395-37.9% | $6,401-57.4% |
| Admin fee / account holder | $3,732 | $5,977-37.6% | $5,325-29.9% | $11,429-67.3% |