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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 | $22,799 | $133,998-83.0% | $112,263-79.7% | $134,545-83.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.32% | 47.17%-65.5pp | 27.49%-45.8pp | 418.37%-436.7pp |
| Employer contribution / active EE | $2,504 | $4,040-38.0% | $3,636-31.1% | $4,742-47.2% |
| Participant deferral / active EE | $4,230 | $5,292-20.1% | $4,729-10.6% | $6,401-33.9% |
| Admin fee / account holder | $543 | $7,493-92.8% | $6,410-91.5% | $11,431-95.3% |