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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 | $67,352-39.0% | $60,899-32.6% | $134,509-69.5% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.1%+10.2pp | 81.2%+2.1pp |
| Annual return | -14.53% | 49.99%-64.5pp | 16.92%-31.5pp | 418.13%-432.7pp |
| Employer contribution / active EE | $1,460 | $3,098-52.9% | $2,702-46.0% | $4,741-69.2% |
| Participant deferral / active EE | $3,278 | $4,539-27.8% | $3,817-14.1% | $6,400-48.8% |
| Admin fee / account holder | $707 | $4,585-84.6% | $3,225-78.1% | $11,427-93.8% |