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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 | $39,729 | $95,979-58.6% | $74,551-46.7% | $135,380-70.7% |
| Participation rate | 78.3% | 75.7%+2.6pp | 69.1%+9.1pp | 82.6%-4.4pp |
| Annual return | -5.76% | 56.97%-62.7pp | 32.53%-38.3pp | 519.81%-525.6pp |
| Employer contribution / active EE | $1,088 | $2,716-60.0% | $1,961-44.5% | $4,779-77.2% |
| Participant deferral / active EE | $2,787 | $3,844-27.5% | $3,108-10.3% | $5,609-50.3% |
| Admin fee / account holder | $1,455 | $6,522-77.7% | $5,059-71.2% | $10,828-86.6% |