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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 | $33,959 | $133,998-74.7% | $112,263-69.8% | $134,545-74.8% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -19.61% | 47.17%-66.8pp | 27.49%-47.1pp | 418.37%-438.0pp |
| Employer contribution / active EE | $1,572 | $4,040-61.1% | $3,636-56.8% | $4,742-66.8% |
| Participant deferral / active EE | $3,013 | $5,292-43.1% | $4,729-36.3% | $6,401-52.9% |
| Admin fee / account holder | $2,698 | $7,493-64.0% | $6,410-57.9% | $11,431-76.4% |