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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 | $23,477 | $67,352-65.1% | $60,899-61.4% | $134,509-82.5% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.1%+12.6pp | 81.2%+4.5pp |
| Annual return | -17.87% | 49.99%-67.9pp | 16.92%-34.8pp | 418.13%-436.0pp |
| Employer contribution / active EE | $1,996 | $3,098-35.6% | $2,702-26.1% | $4,741-57.9% |
| Participant deferral / active EE | $4,308 | $4,539-5.1% | $3,817+12.9% | $6,400-32.7% |
| Admin fee / account holder | $1,355 | $4,585-70.5% | $3,225-58.0% | $11,427-88.1% |