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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 | $14,998 | $152,542-90.2% | $117,498-87.2% | $134,509-88.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -8.31% | 53.02%-61.3pp | 29.75%-38.1pp | 418.13%-426.4pp |
| Employer contribution / active EE | $1,793 | $5,574-67.8% | $4,178-57.1% | $4,741-62.2% |
| Participant deferral / active EE | $3,251 | $4,819-32.5% | $4,071-20.2% | $6,400-49.2% |
| Admin fee / account holder | $327 | $7,006-95.3% | $5,646-94.2% | $11,427-97.1% |