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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 | $10,725 | $88,603-87.9% | $69,890-84.7% | $134,545-92.0% |
| Participation rate | 94.1% | 74.9%+19.2pp | 70.5%+23.6pp | 81.2%+12.9pp |
| Annual return | -17.68% | 442.93%-460.6pp | 190.84%-208.5pp | 418.37%-436.0pp |
| Employer contribution / active EE | $1,638 | $3,236-49.4% | $2,560-36.0% | $4,742-65.5% |
| Participant deferral / active EE | $2,153 | $4,771-54.9% | $3,848-44.1% | $6,401-66.4% |
| Admin fee / account holder | $941 | $10,443-91.0% | $6,267-85.0% | $11,431-91.8% |