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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 | $37,132 | $93,117-60.1% | $77,096-51.8% | $134,532-72.4% |
| Participation rate | 83.3% | 74.5%+8.8pp | 67.9%+15.4pp | 81.2%+2.1pp |
| Annual return | -16.87% | 62.67%-79.5pp | 42.35%-59.2pp | 418.27%-435.1pp |
| Employer contribution / active EE | $1,404 | $3,420-59.0% | $2,814-50.1% | $4,741-70.4% |
| Participant deferral / active EE | $2,860 | $5,241-45.4% | $4,429-35.4% | $6,401-55.3% |
| Admin fee / account holder | $2,577 | $6,948-62.9% | $5,428-52.5% | $11,429-77.4% |