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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 | $24,444 | $152,597-84.0% | $117,533-79.2% | $134,532-81.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -20.12% | 53.04%-73.2pp | 29.77%-49.9pp | 418.27%-438.4pp |
| Employer contribution / active EE | $3,356 | $5,576-39.8% | $4,179-19.7% | $4,741-29.2% |
| Participant deferral / active EE | $3,506 | $4,821-27.3% | $4,072-13.9% | $6,401-45.2% |
| Admin fee / account holder | $321 | $7,007-95.4% | $5,647-94.3% | $11,429-97.2% |