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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 | $49,595 | $133,981-63.0% | $112,249-55.8% | $134,532-63.1% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -12.05% | 47.16%-59.2pp | 27.48%-39.5pp | 418.27%-430.3pp |
| Employer contribution / active EE | $1,572 | $4,040-61.1% | $3,636-56.8% | $4,741-66.8% |
| Participant deferral / active EE | $2,832 | $5,292-46.5% | $4,729-40.1% | $6,401-55.8% |
| Admin fee / account holder | $1,268 | $7,492-83.1% | $6,412-80.2% | $11,429-88.9% |