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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 | $23,141 | $133,981-82.7% | $112,249-79.4% | $134,532-82.8% |
| Participation rate | 95.5% | 78.6%+16.9pp | 75.1%+20.4pp | 81.2%+14.2pp |
| Annual return | -19.13% | 47.16%-66.3pp | 27.48%-46.6pp | 418.27%-437.4pp |
| Employer contribution / active EE | $2,918 | $4,040-27.8% | $3,636-19.8% | $4,741-38.5% |
| Participant deferral / active EE | $1,604 | $5,292-69.7% | $4,729-66.1% | $6,401-74.9% |
| Admin fee / account holder | $5,799 | $7,492-22.6% | $6,412-9.6% | $11,429-49.3% |