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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 | $22,342 | $152,597-85.4% | $117,533-81.0% | $134,532-83.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -19.39% | 53.04%-72.4pp | 29.77%-49.2pp | 418.27%-437.7pp |
| Employer contribution / active EE | $2,051 | $5,576-63.2% | $4,179-50.9% | $4,741-56.7% |
| Participant deferral / active EE | $3,426 | $4,821-28.9% | $4,072-15.9% | $6,401-46.5% |
| Admin fee / account holder | $7,155 | $7,007+2.1% | $5,647+26.7% | $11,429-37.4% |