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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 | $52,599 | $129,960-59.5% | $104,299-49.6% | $134,545-60.9% |
| Participation rate | 90.9% | 79.5%+11.4pp | 73.3%+17.6pp | 81.2%+9.7pp |
| Annual return | -15.66% | 42.06%-57.7pp | 24.62%-40.3pp | 418.37%-434.0pp |
| Employer contribution / active EE | $2,098 | $4,186-49.9% | $3,373-37.8% | $4,742-55.7% |
| Participant deferral / active EE | $7,564 | $5,589+35.3% | $4,626+63.5% | $6,401+18.2% |
| Admin fee / account holder | $17,871 | $9,324+91.7% | $7,339+143.5% | $11,431+56.3% |