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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 | $11,319 | $67,396-83.2% | $60,919-81.4% | $134,545-91.6% |
| Participation rate | 94.1% | 76.2%+17.9pp | 73.1%+21.0pp | 81.2%+12.9pp |
| Annual return | -6.35% | 50.12%-56.5pp | 16.96%-23.3pp | 418.37%-424.7pp |
| Employer contribution / active EE | $1,533 | $3,101-50.6% | $2,704-43.3% | $4,742-67.7% |
| Participant deferral / active EE | $2,513 | $4,534-44.6% | $3,814-34.1% | $6,401-60.7% |
| Admin fee / account holder | $1,234 | $4,590-73.1% | $3,228-61.8% | $11,431-89.2% |