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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 | $8,286 | $93,124-91.1% | $77,100-89.3% | $134,545-93.8% |
| Participation rate | 73.7% | 74.5%-0.8pp | 67.9%+5.8pp | 81.2%-7.5pp |
| Annual return | -18.54% | 62.68%-81.2pp | 42.35%-60.9pp | 418.37%-436.9pp |
| Employer contribution / active EE | $1,351 | $3,421-60.5% | $2,815-52.0% | $4,742-71.5% |
| Participant deferral / active EE | $2,459 | $5,242-53.1% | $4,430-44.5% | $6,401-61.6% |
| Admin fee / account holder | $851 | $6,970-87.8% | $5,443-84.4% | $11,431-92.6% |