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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 | $32,595 | $133,981-75.7% | $112,249-71.0% | $134,532-75.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -11.39% | 47.16%-58.6pp | 27.48%-38.9pp | 418.27%-429.7pp |
| Employer contribution / active EE | $1,105 | $4,040-72.6% | $3,636-69.6% | $4,741-76.7% |
| Participant deferral / active EE | $3,588 | $5,292-32.2% | $4,729-24.1% | $6,401-43.9% |
| Admin fee / account holder | $863 | $7,492-88.5% | $6,412-86.5% | $11,429-92.5% |