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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 | $18,713 | $82,674-77.4% | $125,381-85.1% | $68,486-72.7% |
| Participation rate | 92.0% | 75.1%+16.9pp | 82.4%+9.6pp | 67.9%+24.1pp |
| Annual return | -16.44% | -5.97%-10.5pp | 572.31%-588.7pp | -7.85%-8.6pp |
| Employer contribution / active EE | $1,990 | $3,382-41.2% | $4,815-58.7% | $2,597-23.4% |
| Participant deferral / active EE | $3,147 | $6,111-48.5% | $7,448-57.7% | $4,028-21.9% |
| Admin fee / account holder | $557 | $6,277-91.1% | $10,007-94.4% | $5,404-89.7% |