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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 | $12,446 | $67,372-81.5% | $60,906-79.6% | $134,532-90.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -20.32% | 50.05%-70.4pp | 16.94%-37.3pp | 418.27%-438.6pp |
| Employer contribution / active EE | $799 | $3,099-74.2% | $2,703-70.4% | $4,741-83.1% |
| Participant deferral / active EE | $3,950 | $4,532-12.9% | $3,814+3.6% | $6,401-38.3% |
| Admin fee / account holder | $4,185 | $4,588-8.8% | $3,227+29.7% | $11,429-63.4% |