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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 | $16,840 | $67,396-75.0% | $60,919-72.4% | $134,545-87.5% |
| Participation rate | 94.1% | 76.2%+17.9pp | 73.1%+21.0pp | 81.2%+12.9pp |
| Annual return | -12.54% | 50.12%-62.7pp | 16.96%-29.5pp | 418.37%-430.9pp |
| Employer contribution / active EE | $3,128 | $3,101+0.9% | $2,704+15.7% | $4,742-34.0% |
| Participant deferral / active EE | $0 | $4,534-100.0% | $3,814-100.0% | $6,401-100.0% |
| Admin fee / account holder | $887 | $4,590-80.7% | $3,228-72.5% | $11,431-92.2% |