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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 | $14,153 | $133,981-89.4% | $112,249-87.4% | $134,532-89.5% |
| Participation rate | 86.7% | 78.6%+8.1pp | 75.1%+11.6pp | 81.2%+5.4pp |
| Annual return | -19.62% | 47.16%-66.8pp | 27.48%-47.1pp | 418.27%-437.9pp |
| Employer contribution / active EE | $1,492 | $4,040-63.1% | $3,636-59.0% | $4,741-68.5% |
| Participant deferral / active EE | $2,104 | $5,292-60.2% | $4,729-55.5% | $6,401-67.1% |
| Admin fee / account holder | $1,655 | $7,492-77.9% | $6,412-74.2% | $11,429-85.5% |