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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 | $39,397 | $129,959-69.7% | $104,301-62.2% | $134,532-70.7% |
| Participation rate | 81.8% | 79.5%+2.3pp | 73.3%+8.5pp | 81.2%+0.6pp |
| Annual return | -0.93% | 42.04%-43.0pp | 24.61%-25.5pp | 418.27%-419.2pp |
| Employer contribution / active EE | $1,424 | $4,185-66.0% | $3,373-57.8% | $4,741-70.0% |
| Participant deferral / active EE | $3,423 | $5,589-38.8% | $4,626-26.0% | $6,401-46.5% |
| Admin fee / account holder | $2,036 | $9,325-78.2% | $7,340-72.3% | $11,429-82.2% |