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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 | $19,662 | $133,998-85.3% | $112,263-82.5% | $134,545-85.4% |
| Participation rate | 90.9% | 78.6%+12.4pp | 75.1%+15.8pp | 81.2%+9.7pp |
| Annual return | -9.22% | 47.17%-56.4pp | 27.49%-36.7pp | 418.37%-427.6pp |
| Employer contribution / active EE | $1,043 | $4,040-74.2% | $3,636-71.3% | $4,742-78.0% |
| Participant deferral / active EE | $2,904 | $5,292-45.1% | $4,729-38.6% | $6,401-54.6% |
| Admin fee / account holder | $50,919 | $7,493+579.6% | $6,410+694.3% | $11,431+345.5% |