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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 | $23,904 | $84,551-71.7% | $61,452-61.1% | $134,532-82.2% |
| Participation rate | 88.9% | 62.2%+26.7pp | 52.6%+36.3pp | 81.2%+7.7pp |
| Annual return | -11.35% | 585.39%-596.7pp | 338.96%-350.3pp | 418.27%-429.6pp |
| Employer contribution / active EE | $1,728 | $1,545+11.8% | $1,160+49.0% | $4,741-63.6% |
| Participant deferral / active EE | $8,380 | $2,818+197.3% | $2,125+294.4% | $6,401+30.9% |
| Admin fee / account holder | $1,942 | $2,587-24.9% | $2,131-8.9% | $11,429-83.0% |