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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 | $17,324 | $88,585-80.4% | $69,884-75.2% | $134,532-87.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -19.82% | 442.80%-462.6pp | 190.81%-210.6pp | 418.27%-438.1pp |
| Employer contribution / active EE | $959 | $3,235-70.4% | $2,560-62.5% | $4,741-79.8% |
| Participant deferral / active EE | $1,969 | $4,770-58.7% | $3,848-48.8% | $6,401-69.2% |
| Admin fee / account holder | $559 | $10,441-94.7% | $6,266-91.1% | $11,429-95.1% |