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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 | $17,283 | $93,124-81.4% | $77,100-77.6% | $134,545-87.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -20.01% | 62.68%-82.7pp | 42.35%-62.4pp | 418.37%-438.4pp |
| Employer contribution / active EE | $2,713 | $3,421-20.7% | $2,815-3.6% | $4,742-42.8% |
| Participant deferral / active EE | $2,105 | $5,242-59.8% | $4,430-52.5% | $6,401-67.1% |
| Admin fee / account holder | $394 | $6,970-94.4% | $5,443-92.8% | $11,431-96.6% |