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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 | $24,702 | $152,591-83.8% | $117,529-79.0% | $134,545-81.6% |
| Participation rate | 87.5% | 77.1%+10.4pp | 70.6%+16.9pp | 81.2%+6.3pp |
| Annual return | -9.95% | 53.04%-63.0pp | 29.77%-39.7pp | 418.37%-428.3pp |
| Employer contribution / active EE | $1,308 | $5,576-76.5% | $4,179-68.7% | $4,742-72.4% |
| Participant deferral / active EE | $3,030 | $4,821-37.1% | $4,072-25.6% | $6,401-52.7% |
| Admin fee / account holder | $4,279 | $7,004-38.9% | $5,645-24.2% | $11,431-62.6% |