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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 | $14,282 | $93,117-84.7% | $77,096-81.5% | $134,532-89.4% |
| Participation rate | 83.3% | 74.5%+8.8pp | 67.9%+15.4pp | 81.2%+2.1pp |
| Annual return | -18.91% | 62.67%-81.6pp | 42.35%-61.3pp | 418.27%-437.2pp |
| Employer contribution / active EE | $631 | $3,420-81.6% | $2,814-77.6% | $4,741-86.7% |
| Participant deferral / active EE | $2,089 | $5,241-60.1% | $4,429-52.8% | $6,401-67.4% |
| Admin fee / account holder | $983 | $6,948-85.9% | $5,428-81.9% | $11,429-91.4% |