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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 | $14,095 | $88,596-84.1% | $70,098-79.9% | $134,509-89.5% |
| Participation rate | 82.6% | 74.9%+7.7pp | 70.5%+12.1pp | 81.2%+1.4pp |
| Annual return | -16.97% | 442.67%-459.6pp | 190.76%-207.7pp | 418.13%-435.1pp |
| Employer contribution / active EE | $2,454 | $3,235-24.2% | $2,560-4.2% | $4,741-48.2% |
| Participant deferral / active EE | $3,940 | $4,772-17.4% | $3,849+2.4% | $6,400-38.4% |
| Admin fee / account holder | $1,543 | $10,441-85.2% | $6,266-75.4% | $11,427-86.5% |