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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 | $24,418 | $133,998-81.8% | $112,263-78.2% | $134,545-81.9% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 81.2%+7.7pp |
| Annual return | -16.43% | 47.17%-63.6pp | 27.49%-43.9pp | 418.37%-434.8pp |
| Employer contribution / active EE | $1,889 | $4,040-53.2% | $3,636-48.0% | $4,742-60.2% |
| Participant deferral / active EE | $3,873 | $5,292-26.8% | $4,729-18.1% | $6,401-39.5% |
| Admin fee / account holder | $3,220 | $7,493-57.0% | $6,410-49.8% | $11,431-71.8% |