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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 | $26,923 | $152,597-82.4% | $117,533-77.1% | $134,532-80.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -10.00% | 53.04%-63.0pp | 29.77%-39.8pp | 418.27%-428.3pp |
| Employer contribution / active EE | $1,345 | $5,576-75.9% | $4,179-67.8% | $4,741-71.6% |
| Participant deferral / active EE | $464 | $4,821-90.4% | $4,072-88.6% | $6,401-92.8% |
| Admin fee / account holder | $1,880 | $7,007-73.2% | $5,647-66.7% | $11,429-83.5% |