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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 | $22,184 | $152,542-85.5% | $117,498-81.1% | $134,509-83.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -19.62% | 53.02%-72.6pp | 29.75%-49.4pp | 418.13%-437.8pp |
| Employer contribution / active EE | $1,742 | $5,574-68.8% | $4,178-58.3% | $4,741-63.3% |
| Participant deferral / active EE | $4,954 | $4,819+2.8% | $4,071+21.7% | $6,400-22.6% |
| Admin fee / account holder | $1,382 | $7,006-80.3% | $5,646-75.5% | $11,427-87.9% |