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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 | $21,641 | $129,959-83.3% | $104,301-79.3% | $134,532-83.9% |
| Participation rate | 85.7% | 79.5%+6.2pp | 73.3%+12.4pp | 81.2%+4.5pp |
| Annual return | -17.25% | 42.04%-59.3pp | 24.61%-41.9pp | 418.27%-435.5pp |
| Employer contribution / active EE | $6,679 | $4,185+59.6% | $3,373+98.0% | $4,741+40.9% |
| Participant deferral / active EE | $2,728 | $5,589-51.2% | $4,626-41.0% | $6,401-57.4% |
| Admin fee / account holder | $980 | $9,325-89.5% | $7,340-86.7% | $11,429-91.4% |