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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 | $63,519 | $106,557-40.4% | $91,227-30.4% | $134,545-52.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -19.81% | 160.81%-180.6pp | 114.14%-134.0pp | 418.37%-438.2pp |
| Employer contribution / active EE | $1,421 | $3,332-57.4% | $2,851-50.2% | $4,742-70.0% |
| Participant deferral / active EE | $6,954 | $4,719+47.4% | $4,234+64.3% | $6,401+8.6% |
| Admin fee / account holder | $587 | $6,235-90.6% | $5,423-89.2% | $11,431-94.9% |