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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 | $13,632 | $133,998-89.8% | $112,263-87.9% | $134,545-89.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.86% | 47.17%-63.0pp | 27.49%-43.3pp | 418.37%-434.2pp |
| Employer contribution / active EE | $1,250 | $4,040-69.1% | $3,636-65.6% | $4,742-73.6% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,352 | $7,493-68.6% | $6,410-63.3% | $11,431-79.4% |