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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 | $28,105 | $133,981-79.0% | $112,249-75.0% | $134,532-79.1% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -19.97% | 47.16%-67.1pp | 27.48%-47.5pp | 418.27%-438.2pp |
| Employer contribution / active EE | $2,343 | $4,040-42.0% | $3,636-35.6% | $4,741-50.6% |
| Participant deferral / active EE | $4,672 | $5,292-11.7% | $4,729-1.2% | $6,401-27.0% |
| Admin fee / account holder | $342 | $7,492-95.4% | $6,412-94.7% | $11,429-97.0% |