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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 | $21,500 | $152,597-85.9% | $117,533-81.7% | $134,532-84.0% |
| Participation rate | 84.2% | 77.1%+7.1pp | 70.6%+13.6pp | 81.2%+3.0pp |
| Annual return | -13.60% | 53.04%-66.6pp | 29.77%-43.4pp | 418.27%-431.9pp |
| Employer contribution / active EE | $2,655 | $5,576-52.4% | $4,179-36.5% | $4,741-44.0% |
| Participant deferral / active EE | $6,192 | $4,821+28.4% | $4,072+52.0% | $6,401-3.3% |
| Admin fee / account holder | $2,346 | $7,007-66.5% | $5,647-58.5% | $11,429-79.5% |