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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 | $52,556 | $95,979-45.2% | $74,551-29.5% | $135,380-61.2% |
| Participation rate | 92.3% | 75.7%+16.7pp | 69.1%+23.2pp | 82.6%+9.7pp |
| Annual return | -7.73% | 56.97%-64.7pp | 32.53%-40.3pp | 519.81%-527.5pp |
| Employer contribution / active EE | $1,011 | $2,716-62.8% | $1,961-48.4% | $4,779-78.8% |
| Participant deferral / active EE | $2,818 | $3,844-26.7% | $3,108-9.3% | $5,609-49.8% |
| Admin fee / account holder | $427 | $6,522-93.4% | $5,059-91.6% | $10,828-96.1% |