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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 | $23,895 | $93,098-74.3% | $77,081-69.0% | $134,509-82.2% |
| Participation rate | 85.7% | 74.5%+11.2pp | 67.9%+17.8pp | 81.2%+4.5pp |
| Annual return | -16.97% | 62.63%-79.6pp | 42.33%-59.3pp | 418.13%-435.1pp |
| Employer contribution / active EE | $2,367 | $3,419-30.8% | $2,813-15.9% | $4,741-50.1% |
| Participant deferral / active EE | $2,573 | $5,239-50.9% | $4,428-41.9% | $6,400-59.8% |
| Admin fee / account holder | $497 | $6,945-92.8% | $5,427-90.8% | $11,427-95.6% |