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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 | $10,146 | $93,098-89.1% | $77,081-86.8% | $134,509-92.5% |
| Participation rate | 80.0% | 74.5%+5.5pp | 67.9%+12.1pp | 81.2%-1.2pp |
| Annual return | -17.60% | 62.63%-80.2pp | 42.33%-59.9pp | 418.13%-435.7pp |
| Employer contribution / active EE | $1,379 | $3,419-59.7% | $2,813-51.0% | $4,741-70.9% |
| Participant deferral / active EE | $1,539 | $5,239-70.6% | $4,428-65.2% | $6,400-76.0% |
| Admin fee / account holder | $5,431 | $6,945-21.8% | $5,427+0.1% | $11,427-52.5% |