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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 | $21,974 | $152,542-85.6% | $117,498-81.3% | $134,509-83.7% |
| Participation rate | 95.2% | 77.1%+18.1pp | 70.6%+24.6pp | 81.2%+14.0pp |
| Annual return | -10.25% | 53.02%-63.3pp | 29.75%-40.0pp | 418.13%-428.4pp |
| Employer contribution / active EE | $1,314 | $5,574-76.4% | $4,178-68.6% | $4,741-72.3% |
| Participant deferral / active EE | $2,720 | $4,819-43.6% | $4,071-33.2% | $6,400-57.5% |
| Admin fee / account holder | $437 | $7,006-93.8% | $5,646-92.3% | $11,427-96.2% |