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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 | $17,839 | $129,960-86.3% | $104,299-82.9% | $134,545-86.7% |
| Participation rate | 85.7% | 79.5%+6.2pp | 73.3%+12.4pp | 81.2%+4.5pp |
| Annual return | -17.81% | 42.06%-59.9pp | 24.62%-42.4pp | 418.37%-436.2pp |
| Employer contribution / active EE | $2,064 | $4,186-50.7% | $3,373-38.8% | $4,742-56.5% |
| Participant deferral / active EE | $2,064 | $5,589-63.1% | $4,626-55.4% | $6,401-67.8% |
| Admin fee / account holder | $1,422 | $9,324-84.8% | $7,339-80.6% | $11,431-87.6% |