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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 | $31,116 | $133,981-76.8% | $112,249-72.3% | $134,532-76.9% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.1%+14.9pp | 81.2%+8.8pp |
| Annual return | -15.27% | 47.16%-62.4pp | 27.48%-42.8pp | 418.27%-433.5pp |
| Employer contribution / active EE | $1,699 | $4,040-58.0% | $3,636-53.3% | $4,741-64.2% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $878 | $7,492-88.3% | $6,412-86.3% | $11,429-92.3% |