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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 | $34,272 | $133,981-74.4% | $112,249-69.5% | $134,532-74.5% |
| Participation rate | 95.0% | 78.6%+16.4pp | 75.1%+19.9pp | 81.2%+13.8pp |
| Annual return | -17.24% | 47.16%-64.4pp | 27.48%-44.7pp | 418.27%-435.5pp |
| Employer contribution / active EE | $1,141 | $4,040-71.7% | $3,636-68.6% | $4,741-75.9% |
| Participant deferral / active EE | $2,133 | $5,292-59.7% | $4,729-54.9% | $6,401-66.7% |
| Admin fee / account holder | $1,659 | $7,492-77.9% | $6,412-74.1% | $11,429-85.5% |