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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 | $12,261 | $133,998-90.9% | $112,263-89.1% | $134,545-90.9% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -17.30% | 47.17%-64.5pp | 27.49%-44.8pp | 418.37%-435.7pp |
| Employer contribution / active EE | $1,338 | $4,040-66.9% | $3,636-63.2% | $4,742-71.8% |
| Participant deferral / active EE | $3,829 | $5,292-27.6% | $4,729-19.0% | $6,401-40.2% |
| Admin fee / account holder | $761 | $7,493-89.8% | $6,410-88.1% | $11,431-93.3% |