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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 | $152,591-90.2% | $117,529-87.2% | $134,545-88.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -8.31% | 53.04%-61.3pp | 29.77%-38.1pp | 418.37%-426.7pp |
| Employer contribution / active EE | $1,793 | $5,576-67.8% | $4,179-57.1% | $4,742-62.2% |
| Participant deferral / active EE | $3,251 | $4,821-32.6% | $4,072-20.2% | $6,401-49.2% |
| Admin fee / account holder | $327 | $7,004-95.3% | $5,645-94.2% | $11,431-97.1% |