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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 | $22,012 | $152,542-85.6% | $117,498-81.3% | $134,509-83.6% |
| Participation rate | 85.7% | 77.1%+8.6pp | 70.6%+15.1pp | 81.2%+4.5pp |
| Annual return | -14.90% | 53.02%-67.9pp | 29.75%-44.7pp | 418.13%-433.0pp |
| Employer contribution / active EE | $1,789 | $5,574-67.9% | $4,178-57.2% | $4,741-62.3% |
| Participant deferral / active EE | $2,120 | $4,819-56.0% | $4,071-47.9% | $6,400-66.9% |
| Admin fee / account holder | $2,271 | $7,006-67.6% | $5,646-59.8% | $11,427-80.1% |