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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 | $16,746 | $67,352-75.1% | $60,899-72.5% | $134,509-87.6% |
| Participation rate | 84.6% | 76.2%+8.4pp | 73.1%+11.5pp | 81.2%+3.4pp |
| Annual return | -13.47% | 49.99%-63.5pp | 16.92%-30.4pp | 418.13%-431.6pp |
| Employer contribution / active EE | $3,547 | $3,098+14.5% | $2,702+31.2% | $4,741-25.2% |
| Participant deferral / active EE | $0 | $4,539-100.0% | $3,817-100.0% | $6,400-100.0% |
| Admin fee / account holder | $353 | $4,585-92.3% | $3,225-89.1% | $11,427-96.9% |