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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 | $30,028 | $93,124-67.8% | $77,100-61.1% | $134,545-77.7% |
| Participation rate | 92.3% | 74.5%+17.8pp | 67.9%+24.4pp | 81.2%+11.1pp |
| Annual return | -19.22% | 62.68%-81.9pp | 42.35%-61.6pp | 418.37%-437.6pp |
| Employer contribution / active EE | $1,807 | $3,421-47.2% | $2,815-35.8% | $4,742-61.9% |
| Participant deferral / active EE | $4,495 | $5,242-14.3% | $4,430+1.5% | $6,401-29.8% |
| Admin fee / account holder | $972 | $6,970-86.1% | $5,443-82.1% | $11,431-91.5% |