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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 | $18,594 | $133,981-86.1% | $112,249-83.4% | $134,532-86.2% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -19.54% | 47.16%-66.7pp | 27.48%-47.0pp | 418.27%-437.8pp |
| Employer contribution / active EE | $2,297 | $4,040-43.1% | $3,636-36.8% | $4,741-51.6% |
| Participant deferral / active EE | $3,063 | $5,292-42.1% | $4,729-35.2% | $6,401-52.2% |
| Admin fee / account holder | $9,156 | $7,492+22.2% | $6,412+42.8% | $11,429-19.9% |