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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 | $15,749 | $67,352-76.6% | $60,899-74.1% | $134,509-88.3% |
| Participation rate | 91.7% | 76.2%+15.5pp | 73.1%+18.6pp | 81.2%+10.4pp |
| Annual return | -10.96% | 49.99%-61.0pp | 16.92%-27.9pp | 418.13%-429.1pp |
| Employer contribution / active EE | $3,236 | $3,098+4.5% | $2,702+19.7% | $4,741-31.7% |
| Participant deferral / active EE | $2,417 | $4,539-46.8% | $3,817-36.7% | $6,400-62.2% |
| Admin fee / account holder | $354 | $4,585-92.3% | $3,225-89.0% | $11,427-96.9% |