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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 | $16,328 | $133,981-87.8% | $112,249-85.5% | $134,532-87.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.40% | 47.16%-65.6pp | 27.48%-45.9pp | 418.27%-436.7pp |
| Employer contribution / active EE | $1,525 | $4,040-62.2% | $3,636-58.1% | $4,741-67.8% |
| Participant deferral / active EE | $9,046 | $5,292+70.9% | $4,729+91.3% | $6,401+41.3% |
| Admin fee / account holder | $1,185 | $7,492-84.2% | $6,412-81.5% | $11,429-89.6% |