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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 | $18,725 | $133,981-86.0% | $112,249-83.3% | $134,532-86.1% |
| Participation rate | 84.6% | 78.6%+6.1pp | 75.1%+9.6pp | 81.2%+3.4pp |
| Annual return | -16.51% | 47.16%-63.7pp | 27.48%-44.0pp | 418.27%-434.8pp |
| Employer contribution / active EE | $1,810 | $4,040-55.2% | $3,636-50.2% | $4,741-61.8% |
| Participant deferral / active EE | $3,576 | $5,292-32.4% | $4,729-24.4% | $6,401-44.1% |
| Admin fee / account holder | $473 | $7,492-93.7% | $6,412-92.6% | $11,429-95.9% |