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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 | $9,010 | $152,542-94.1% | $117,498-92.3% | $134,509-93.3% |
| Participation rate | 90.0% | 77.1%+12.9pp | 70.6%+19.4pp | 81.2%+8.8pp |
| Annual return | -17.97% | 53.02%-71.0pp | 29.75%-47.7pp | 418.13%-436.1pp |
| Employer contribution / active EE | $1,405 | $5,574-74.8% | $4,178-66.4% | $4,741-70.4% |
| Participant deferral / active EE | $1,848 | $4,819-61.7% | $4,071-54.6% | $6,400-71.1% |
| Admin fee / account holder | $381 | $7,006-94.6% | $5,646-93.3% | $11,427-96.7% |