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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 | $10,730 | $93,117-88.5% | $77,096-86.1% | $134,532-92.0% |
| Participation rate | 84.6% | 74.5%+10.1pp | 67.9%+16.7pp | 81.2%+3.4pp |
| Annual return | -17.61% | 62.67%-80.3pp | 42.35%-60.0pp | 418.27%-435.9pp |
| Employer contribution / active EE | $870 | $3,420-74.6% | $2,814-69.1% | $4,741-81.6% |
| Participant deferral / active EE | $2,375 | $5,241-54.7% | $4,429-46.4% | $6,401-62.9% |
| Admin fee / account holder | $492 | $6,948-92.9% | $5,428-90.9% | $11,429-95.7% |