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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 | $18,845 | $67,372-72.0% | $60,906-69.1% | $134,532-86.0% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.1%+15.8pp | 81.2%+7.7pp |
| Annual return | -10.23% | 50.05%-60.3pp | 16.94%-27.2pp | 418.27%-428.5pp |
| Employer contribution / active EE | $1,909 | $3,099-38.4% | $2,703-29.4% | $4,741-59.7% |
| Participant deferral / active EE | $2,323 | $4,532-48.7% | $3,814-39.1% | $6,401-63.7% |
| Admin fee / account holder | $1,902 | $4,588-58.6% | $3,227-41.1% | $11,429-83.4% |