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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 | $14,813 | $106,557-86.1% | $91,227-83.8% | $134,545-89.0% |
| Participation rate | 79.2% | 76.8%+2.4pp | 73.2%+6.0pp | 81.2%-2.1pp |
| Annual return | -14.88% | 160.81%-175.7pp | 114.14%-129.0pp | 418.37%-433.2pp |
| Employer contribution / active EE | $1,574 | $3,332-52.8% | $2,851-44.8% | $4,742-66.8% |
| Participant deferral / active EE | $3,524 | $4,719-25.3% | $4,234-16.8% | $6,401-44.9% |
| Admin fee / account holder | $3,587 | $6,235-42.5% | $5,423-33.9% | $11,431-68.6% |