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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 | $10,775 | $67,340-84.0% | $60,888-82.3% | $134,493-92.0% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.1%+17.8pp | 81.2%+9.7pp |
| Annual return | -12.70% | 49.97%-62.7pp | 16.91%-29.6pp | 418.01%-430.7pp |
| Employer contribution / active EE | $718 | $3,096-76.8% | $2,702-73.4% | $4,740-84.9% |
| Participant deferral / active EE | $6,933 | $4,538+52.8% | $3,817+81.6% | $6,400+8.3% |
| Admin fee / account holder | $1,158 | $4,583-74.7% | $3,225-64.1% | $11,425-89.9% |