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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 | $16,960 | $152,591-88.9% | $117,529-85.6% | $134,545-87.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -15.61% | 53.04%-68.6pp | 29.77%-45.4pp | 418.37%-434.0pp |
| Employer contribution / active EE | $804 | $5,576-85.6% | $4,179-80.8% | $4,742-83.0% |
| Participant deferral / active EE | $4,321 | $4,821-10.4% | $4,072+6.1% | $6,401-32.5% |
| Admin fee / account holder | $1,650 | $7,004-76.4% | $5,645-70.8% | $11,431-85.6% |