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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 | $31,185 | $67,372-53.7% | $60,906-48.8% | $134,532-76.8% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.1%+6.9pp | 81.2%-1.2pp |
| Annual return | -19.09% | 50.05%-69.1pp | 16.94%-36.0pp | 418.27%-437.4pp |
| Employer contribution / active EE | $1,263 | $3,099-59.2% | $2,703-53.3% | $4,741-73.4% |
| Participant deferral / active EE | $3,040 | $4,532-32.9% | $3,814-20.3% | $6,401-52.5% |
| Admin fee / account holder | $636 | $4,588-86.1% | $3,227-80.3% | $11,429-94.4% |