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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 | $28,465 | $152,597-81.3% | $117,533-75.8% | $134,532-78.8% |
| Participation rate | 83.3% | 77.1%+6.2pp | 70.6%+12.7pp | 81.2%+2.1pp |
| Annual return | -17.45% | 53.04%-70.5pp | 29.77%-47.2pp | 418.27%-435.7pp |
| Employer contribution / active EE | $1,552 | $5,576-72.2% | $4,179-62.9% | $4,741-67.3% |
| Participant deferral / active EE | $3,931 | $4,821-18.5% | $4,072-3.5% | $6,401-38.6% |
| Admin fee / account holder | $382 | $7,007-94.5% | $5,647-93.2% | $11,429-96.7% |