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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 | $19,274 | $93,124-79.3% | $77,100-75.0% | $134,545-85.7% |
| Participation rate | 90.9% | 74.5%+16.4pp | 67.9%+23.0pp | 81.2%+9.7pp |
| Annual return | -19.32% | 62.68%-82.0pp | 42.35%-61.7pp | 418.37%-437.7pp |
| Employer contribution / active EE | $1,653 | $3,421-51.7% | $2,815-41.3% | $4,742-65.1% |
| Participant deferral / active EE | $4,035 | $5,242-23.0% | $4,430-8.9% | $6,401-37.0% |
| Admin fee / account holder | $789 | $6,970-88.7% | $5,443-85.5% | $11,431-93.1% |