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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 | $8,831 | $67,352-86.9% | $60,899-85.5% | $134,509-93.4% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.1%+12.6pp | 81.2%+4.5pp |
| Annual return | -18.74% | 49.99%-68.7pp | 16.92%-35.7pp | 418.13%-436.9pp |
| Employer contribution / active EE | $1,739 | $3,098-43.9% | $2,702-35.7% | $4,741-63.3% |
| Participant deferral / active EE | $1,857 | $4,539-59.1% | $3,817-51.3% | $6,400-71.0% |
| Admin fee / account holder | $869 | $4,585-81.0% | $3,225-73.1% | $11,427-92.4% |