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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 | $152,542-82.3% | $117,498-77.1% | $134,509-80.0% |
| Participation rate | 88.9% | 77.1%+11.8pp | 70.6%+18.3pp | 81.2%+7.7pp |
| Annual return | -11.57% | 53.02%-64.6pp | 29.75%-41.3pp | 418.13%-429.7pp |
| Employer contribution / active EE | $2,888 | $5,574-48.2% | $4,178-30.9% | $4,741-39.1% |
| Participant deferral / active EE | $2,888 | $4,819-40.1% | $4,071-29.1% | $6,400-54.9% |
| Admin fee / account holder | $4,667 | $7,006-33.4% | $5,646-17.3% | $11,427-59.2% |