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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 | $41,318 | $134,001-69.2% | $112,258-63.2% | $134,509-69.3% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 81.2%+7.7pp |
| Annual return | -14.05% | 47.15%-61.2pp | 27.47%-41.5pp | 418.13%-432.2pp |
| Employer contribution / active EE | $1,524 | $4,039-62.3% | $3,636-58.1% | $4,741-67.9% |
| Participant deferral / active EE | $3,296 | $5,291-37.7% | $4,728-30.3% | $6,400-48.5% |
| Admin fee / account holder | $24,370 | $7,491+225.3% | $6,411+280.1% | $11,427+113.3% |