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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 | $28,492 | $88,596-67.8% | $70,098-59.4% | $134,509-78.8% |
| Participation rate | 90.9% | 74.9%+16.0pp | 70.5%+20.4pp | 81.2%+9.7pp |
| Annual return | -18.10% | 442.67%-460.8pp | 190.76%-208.9pp | 418.13%-436.2pp |
| Employer contribution / active EE | $2,133 | $3,235-34.1% | $2,560-16.7% | $4,741-55.0% |
| Participant deferral / active EE | $2,852 | $4,772-40.2% | $3,849-25.9% | $6,400-55.4% |
| Admin fee / account holder | $1,826 | $10,441-82.5% | $6,266-70.9% | $11,427-84.0% |