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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 | $57,980 | $152,542-62.0% | $117,498-50.7% | $134,509-56.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -9.80% | 53.02%-62.8pp | 29.75%-39.6pp | 418.13%-427.9pp |
| Employer contribution / active EE | $1,953 | $5,574-65.0% | $4,178-53.3% | $4,741-58.8% |
| Participant deferral / active EE | $13,722 | $4,819+184.7% | $4,071+237.0% | $6,400+114.4% |
| Admin fee / account holder | $495 | $7,006-92.9% | $5,646-91.2% | $11,427-95.7% |