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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 | $152,527-88.9% | $117,490-85.6% | $134,493-87.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -15.61% | 53.00%-68.6pp | 29.75%-45.4pp | 418.01%-433.6pp |
| Employer contribution / active EE | $804 | $5,572-85.6% | $4,177-80.8% | $4,740-83.0% |
| Participant deferral / active EE | $4,321 | $4,818-10.3% | $4,071+6.1% | $6,400-32.5% |
| Admin fee / account holder | $1,650 | $7,005-76.4% | $5,646-70.8% | $11,425-85.6% |