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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 | $18,290 | $133,981-86.3% | $112,249-83.7% | $134,532-86.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.40% | 47.16%-66.6pp | 27.48%-46.9pp | 418.27%-437.7pp |
| Employer contribution / active EE | $2,724 | $4,040-32.6% | $3,636-25.1% | $4,741-42.6% |
| Participant deferral / active EE | $3,249 | $5,292-38.6% | $4,729-31.3% | $6,401-49.2% |
| Admin fee / account holder | $1,864 | $7,492-75.1% | $6,412-70.9% | $11,429-83.7% |