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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 | $32,735 | $133,981-75.6% | $112,249-70.8% | $134,532-75.7% |
| Participation rate | 85.0% | 78.6%+6.4pp | 75.1%+9.9pp | 81.2%+3.8pp |
| Annual return | -14.96% | 47.16%-62.1pp | 27.48%-42.4pp | 418.27%-433.2pp |
| Employer contribution / active EE | $1,827 | $4,040-54.8% | $3,636-49.7% | $4,741-61.5% |
| Participant deferral / active EE | $3,166 | $5,292-40.2% | $4,729-33.1% | $6,401-50.5% |
| Admin fee / account holder | $1,824 | $7,492-75.6% | $6,412-71.5% | $11,429-84.0% |