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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 | $21,099 | $84,551-75.0% | $61,452-65.7% | $134,532-84.3% |
| Participation rate | 95.2% | 62.2%+33.0pp | 52.6%+42.7pp | 81.2%+14.0pp |
| Annual return | -14.09% | 585.39%-599.5pp | 338.96%-353.1pp | 418.27%-432.4pp |
| Employer contribution / active EE | $838 | $1,545-45.7% | $1,160-27.7% | $4,741-82.3% |
| Participant deferral / active EE | $3,516 | $2,818+24.8% | $2,125+65.5% | $6,401-45.1% |
| Admin fee / account holder | $1,432 | $2,587-44.6% | $2,131-32.8% | $11,429-87.5% |