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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 | $36,780 | $152,542-75.9% | $117,498-68.7% | $134,509-72.7% |
| Participation rate | 83.3% | 77.1%+6.2pp | 70.6%+12.7pp | 81.2%+2.1pp |
| Annual return | -13.72% | 53.02%-66.7pp | 29.75%-43.5pp | 418.13%-431.9pp |
| Employer contribution / active EE | $966 | $5,574-82.7% | $4,178-76.9% | $4,741-79.6% |
| Participant deferral / active EE | $3,303 | $4,819-31.5% | $4,071-18.9% | $6,400-48.4% |
| Admin fee / account holder | $2,142 | $7,006-69.4% | $5,646-62.1% | $11,427-81.3% |