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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 | $47,264 | $106,557-55.6% | $91,227-48.2% | $134,545-64.9% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.2%+1.8pp | 81.2%-6.2pp |
| Annual return | -15.53% | 160.81%-176.3pp | 114.14%-129.7pp | 418.37%-433.9pp |
| Employer contribution / active EE | $2,041 | $3,332-38.7% | $2,851-28.4% | $4,742-57.0% |
| Participant deferral / active EE | $8,324 | $4,719+76.4% | $4,234+96.6% | $6,401+30.0% |
| Admin fee / account holder | $6,008 | $6,235-3.6% | $5,423+10.8% | $11,431-47.4% |