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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 | $26,947 | $152,597-82.3% | $117,533-77.1% | $134,532-80.0% |
| Participation rate | 88.9% | 77.1%+11.8pp | 70.6%+18.3pp | 81.2%+7.7pp |
| Annual return | -11.57% | 53.04%-64.6pp | 29.77%-41.3pp | 418.27%-429.8pp |
| Employer contribution / active EE | $2,888 | $5,576-48.2% | $4,179-30.9% | $4,741-39.1% |
| Participant deferral / active EE | $2,888 | $4,821-40.1% | $4,072-29.1% | $6,401-54.9% |
| Admin fee / account holder | $4,667 | $7,007-33.4% | $5,647-17.4% | $11,429-59.2% |