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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 | $23,918 | $152,591-84.3% | $117,529-79.6% | $134,545-82.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -18.72% | 53.04%-71.8pp | 29.77%-48.5pp | 418.37%-437.1pp |
| Employer contribution / active EE | $492 | $5,576-91.2% | $4,179-88.2% | $4,742-89.6% |
| Participant deferral / active EE | $12,532 | $4,821+159.9% | $4,072+207.7% | $6,401+95.8% |
| Admin fee / account holder | $2,296 | $7,004-67.2% | $5,645-59.3% | $11,431-79.9% |