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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 | $37,813 | $95,915-60.6% | $79,580-52.5% | $134,532-71.9% |
| Participation rate | 85.7% | 75.0%+10.7pp | 69.5%+16.2pp | 81.2%+4.5pp |
| Annual return | -18.52% | -2.71%-15.8pp | 0.15%-18.7pp | 418.27%-436.8pp |
| Employer contribution / active EE | $3,455 | $3,129+10.4% | $2,413+43.1% | $4,741-27.1% |
| Participant deferral / active EE | $8,125 | $4,693+73.1% | $3,985+103.9% | $6,401+26.9% |
| Admin fee / account holder | $1,519 | $9,132-83.4% | $6,835-77.8% | $11,429-86.7% |