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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 | $47,937 | $129,959-63.1% | $104,301-54.0% | $134,532-64.4% |
| Participation rate | 92.3% | 79.5%+12.8pp | 73.3%+19.0pp | 81.2%+11.1pp |
| Annual return | -15.77% | 42.04%-57.8pp | 24.61%-40.4pp | 418.27%-434.0pp |
| Employer contribution / active EE | $2,099 | $4,185-49.8% | $3,373-37.8% | $4,741-55.7% |
| Participant deferral / active EE | $3,171 | $5,589-43.3% | $4,626-31.4% | $6,401-50.5% |
| Admin fee / account holder | $778 | $9,325-91.7% | $7,340-89.4% | $11,429-93.2% |