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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 | $39,827 | $152,597-73.9% | $117,533-66.1% | $134,532-70.4% |
| Participation rate | 83.3% | 77.1%+6.2pp | 70.6%+12.7pp | 81.2%+2.1pp |
| Annual return | -15.92% | 53.04%-69.0pp | 29.77%-45.7pp | 418.27%-434.2pp |
| Employer contribution / active EE | $1,483 | $5,576-73.4% | $4,179-64.5% | $4,741-68.7% |
| Participant deferral / active EE | $4,280 | $4,821-11.2% | $4,072+5.1% | $6,401-33.1% |
| Admin fee / account holder | $726 | $7,007-89.6% | $5,647-87.1% | $11,429-93.6% |