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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 | $18,099 | $129,959-86.1% | $104,301-82.6% | $134,509-86.5% |
| Participation rate | 92.9% | 79.5%+13.3pp | 73.3%+19.6pp | 81.2%+11.6pp |
| Annual return | -17.93% | 42.04%-60.0pp | 24.61%-42.5pp | 418.13%-436.1pp |
| Employer contribution / active EE | $2,190 | $4,185-47.7% | $3,373-35.1% | $4,741-53.8% |
| Participant deferral / active EE | $4,720 | $5,589-15.6% | $4,626+2.0% | $6,400-26.3% |
| Admin fee / account holder | $318 | $9,325-96.6% | $7,340-95.7% | $11,427-97.2% |