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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 | $7,742 | $93,117-91.7% | $77,096-90.0% | $134,532-94.2% |
| Participation rate | 91.7% | 74.5%+17.2pp | 67.9%+23.7pp | 81.2%+10.4pp |
| Annual return | -20.12% | 62.67%-82.8pp | 42.35%-62.5pp | 418.27%-438.4pp |
| Employer contribution / active EE | $1,835 | $3,420-46.3% | $2,814-34.8% | $4,741-61.3% |
| Participant deferral / active EE | $2,832 | $5,241-46.0% | $4,429-36.1% | $6,401-55.8% |
| Admin fee / account holder | $1,017 | $6,948-85.4% | $5,428-81.3% | $11,429-91.1% |