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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 | $23,482 | $67,372-65.1% | $60,906-61.4% | $134,532-82.5% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.1%+17.8pp | 81.2%+9.7pp |
| Annual return | -9.11% | 50.05%-59.2pp | 16.94%-26.0pp | 418.27%-427.4pp |
| Employer contribution / active EE | $1,887 | $3,099-39.1% | $2,703-30.2% | $4,741-60.2% |
| Participant deferral / active EE | $2,143 | $4,532-52.7% | $3,814-43.8% | $6,401-66.5% |
| Admin fee / account holder | $989 | $4,588-78.4% | $3,227-69.4% | $11,429-91.3% |