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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 | $15,006 | $152,591-90.2% | $117,529-87.2% | $134,545-88.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -17.97% | 53.04%-71.0pp | 29.77%-47.7pp | 418.37%-436.3pp |
| Employer contribution / active EE | $522 | $5,576-90.6% | $4,179-87.5% | $4,742-89.0% |
| Participant deferral / active EE | $1,457 | $4,821-69.8% | $4,072-64.2% | $6,401-77.2% |
| Admin fee / account holder | $3,286 | $7,004-53.1% | $5,645-41.8% | $11,431-71.3% |