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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 | $83,252 | $129,959-35.9% | $104,301-20.2% | $134,509-38.1% |
| Participation rate | 90.9% | 79.5%+11.4pp | 73.3%+17.6pp | 81.2%+9.7pp |
| Annual return | -9.77% | 42.04%-51.8pp | 24.61%-34.4pp | 418.13%-427.9pp |
| Employer contribution / active EE | $2,319 | $4,185-44.6% | $3,373-31.3% | $4,741-51.1% |
| Participant deferral / active EE | $3,522 | $5,589-37.0% | $4,626-23.9% | $6,400-45.0% |
| Admin fee / account holder | $472 | $9,325-94.9% | $7,340-93.6% | $11,427-95.9% |