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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 | $29,319 | $95,979-69.5% | $74,551-60.7% | $135,380-78.3% |
| Participation rate | 76.5% | 75.7%+0.8pp | 69.1%+7.3pp | 82.6%-6.2pp |
| Annual return | -6.84% | 56.97%-63.8pp | 32.53%-39.4pp | 519.81%-526.6pp |
| Employer contribution / active EE | $1,388 | $2,716-48.9% | $1,961-29.2% | $4,779-70.9% |
| Participant deferral / active EE | $1,709 | $3,844-55.5% | $3,108-45.0% | $5,609-69.5% |
| Admin fee / account holder | $530 | $6,522-91.9% | $5,059-89.5% | $10,828-95.1% |