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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 | $13,912 | $93,124-85.1% | $77,100-82.0% | $134,545-89.7% |
| Participation rate | 83.3% | 74.5%+8.8pp | 67.9%+15.4pp | 81.2%+2.1pp |
| Annual return | -16.41% | 62.68%-79.1pp | 42.35%-58.8pp | 418.37%-434.8pp |
| Employer contribution / active EE | $3,962 | $3,421+15.8% | $2,815+40.8% | $4,742-16.4% |
| Participant deferral / active EE | $3,188 | $5,242-39.2% | $4,430-28.0% | $6,401-50.2% |
| Admin fee / account holder | $1,637 | $6,970-76.5% | $5,443-69.9% | $11,431-85.7% |