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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 | $20,289 | $93,098-78.2% | $77,081-73.7% | $134,509-84.9% |
| Participation rate | 88.9% | 74.5%+14.4pp | 67.9%+21.0pp | 81.2%+7.7pp |
| Annual return | -14.46% | 62.63%-77.1pp | 42.33%-56.8pp | 418.13%-432.6pp |
| Employer contribution / active EE | $2,311 | $3,419-32.4% | $2,813-17.9% | $4,741-51.3% |
| Participant deferral / active EE | $7,398 | $5,239+41.2% | $4,428+67.1% | $6,400+15.6% |
| Admin fee / account holder | $696 | $6,945-90.0% | $5,427-87.2% | $11,427-93.9% |