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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 | $39,441 | $152,597-74.2% | $117,533-66.4% | $134,532-70.7% |
| Participation rate | 87.5% | 77.1%+10.4pp | 70.6%+16.9pp | 81.2%+6.3pp |
| Annual return | -14.97% | 53.04%-68.0pp | 29.77%-44.7pp | 418.27%-433.2pp |
| Employer contribution / active EE | $1,710 | $5,576-69.3% | $4,179-59.1% | $4,741-63.9% |
| Participant deferral / active EE | $4,250 | $4,821-11.8% | $4,072+4.4% | $6,401-33.6% |
| Admin fee / account holder | $2,974 | $7,007-57.6% | $5,647-47.3% | $11,429-74.0% |