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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 | $10,615 | $88,596-88.0% | $70,098-84.9% | $134,509-92.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -19.58% | 442.67%-462.2pp | 190.76%-210.3pp | 418.13%-437.7pp |
| Employer contribution / active EE | $2,128 | $3,235-34.2% | $2,560-16.9% | $4,741-55.1% |
| Participant deferral / active EE | $2,420 | $4,772-49.3% | $3,849-37.1% | $6,400-62.2% |
| Admin fee / account holder | $624 | $10,441-94.0% | $6,266-90.0% | $11,427-94.5% |