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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 | $6,826 | $67,352-89.9% | $60,899-88.8% | $134,509-94.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -13.20% | 49.99%-63.2pp | 16.92%-30.1pp | 418.13%-431.3pp |
| Employer contribution / active EE | $713 | $3,098-77.0% | $2,702-73.6% | $4,741-85.0% |
| Participant deferral / active EE | $1,057 | $4,539-76.7% | $3,817-72.3% | $6,400-83.5% |
| Admin fee / account holder | $644 | $4,585-85.9% | $3,225-80.0% | $11,427-94.4% |