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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 | $41,071 | $67,396-39.1% | $60,919-32.6% | $134,545-69.5% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.1%+10.2pp | 81.2%+2.1pp |
| Annual return | -14.53% | 50.12%-64.6pp | 16.96%-31.5pp | 418.37%-432.9pp |
| Employer contribution / active EE | $1,460 | $3,101-52.9% | $2,704-46.0% | $4,742-69.2% |
| Participant deferral / active EE | $3,278 | $4,534-27.7% | $3,814-14.1% | $6,401-48.8% |
| Admin fee / account holder | $707 | $4,590-84.6% | $3,228-78.1% | $11,431-93.8% |