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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 | $16,006 | $152,597-89.5% | $117,533-86.4% | $134,532-88.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -12.79% | 53.04%-65.8pp | 29.77%-42.6pp | 418.27%-431.1pp |
| Employer contribution / active EE | $1,489 | $5,576-73.3% | $4,179-64.4% | $4,741-68.6% |
| Participant deferral / active EE | $1,682 | $4,821-65.1% | $4,072-58.7% | $6,401-73.7% |
| Admin fee / account holder | $313 | $7,007-95.5% | $5,647-94.5% | $11,429-97.3% |