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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 | $12,977 | $88,603-85.4% | $69,890-81.4% | $134,545-90.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -18.36% | 442.93%-461.3pp | 190.84%-209.2pp | 418.37%-436.7pp |
| Employer contribution / active EE | $987 | $3,236-69.5% | $2,560-61.5% | $4,742-79.2% |
| Participant deferral / active EE | $1,733 | $4,771-63.7% | $3,848-55.0% | $6,401-72.9% |
| Admin fee / account holder | $682 | $10,443-93.5% | $6,267-89.1% | $11,431-94.0% |