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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 | $31,724 | $93,124-65.9% | $77,100-58.9% | $134,545-76.4% |
| Participation rate | 92.9% | 74.5%+18.4pp | 67.9%+24.9pp | 81.2%+11.6pp |
| Annual return | -15.79% | 62.68%-78.5pp | 42.35%-58.1pp | 418.37%-434.2pp |
| Employer contribution / active EE | $1,760 | $3,421-48.6% | $2,815-37.5% | $4,742-62.9% |
| Participant deferral / active EE | $4,656 | $5,242-11.2% | $4,430+5.1% | $6,401-27.3% |
| Admin fee / account holder | $4,343 | $6,970-37.7% | $5,443-20.2% | $11,431-62.0% |