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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 | $38,566 | $93,124-58.6% | $77,100-50.0% | $134,545-71.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -17.90% | 62.68%-80.6pp | 42.35%-60.3pp | 418.37%-436.3pp |
| Employer contribution / active EE | $1,850 | $3,421-45.9% | $2,815-34.3% | $4,742-61.0% |
| Participant deferral / active EE | $11,150 | $5,242+112.7% | $4,430+151.7% | $6,401+74.2% |
| Admin fee / account holder | $427 | $6,970-93.9% | $5,443-92.2% | $11,431-96.3% |