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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 | $18,837 | $100,805-81.3% | $86,698-78.3% | $134,532-86.0% |
| Participation rate | 84.2% | 79.0%+5.3pp | 76.6%+7.6pp | 81.2%+3.0pp |
| Annual return | -19.44% | 29.09%-48.5pp | 35.95%-55.4pp | 418.27%-437.7pp |
| Employer contribution / active EE | $1,875 | $3,490-46.3% | $2,837-33.9% | $4,741-60.5% |
| Participant deferral / active EE | $5,259 | $5,339-1.5% | $4,656+12.9% | $6,401-17.8% |
| Admin fee / account holder | $981 | $10,925-91.0% | $7,493-86.9% | $11,429-91.4% |