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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 | $9,885 | $93,117-89.4% | $77,096-87.2% | $134,532-92.7% |
| Participation rate | 87.5% | 74.5%+13.0pp | 67.9%+19.6pp | 81.2%+6.3pp |
| Annual return | -16.13% | 62.67%-78.8pp | 42.35%-58.5pp | 418.27%-434.4pp |
| Employer contribution / active EE | $1,127 | $3,420-67.1% | $2,814-60.0% | $4,741-76.2% |
| Participant deferral / active EE | $3,037 | $5,241-42.1% | $4,429-31.4% | $6,401-52.6% |
| Admin fee / account holder | $2,384 | $6,948-65.7% | $5,428-56.1% | $11,429-79.1% |