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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 | $27,195 | $133,998-79.7% | $112,263-75.8% | $134,545-79.8% |
| Participation rate | 81.8% | 78.6%+3.3pp | 75.1%+6.8pp | 81.2%+0.6pp |
| Annual return | -17.09% | 47.17%-64.3pp | 27.49%-44.6pp | 418.37%-435.5pp |
| Employer contribution / active EE | $1,390 | $4,040-65.6% | $3,636-61.8% | $4,742-70.7% |
| Participant deferral / active EE | $2,133 | $5,292-59.7% | $4,729-54.9% | $6,401-66.7% |
| Admin fee / account holder | $1,606 | $7,493-78.6% | $6,410-75.0% | $11,431-86.0% |