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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 | $106,548-55.6% | $91,219-48.2% | $134,493-64.9% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.2%+1.8pp | 81.2%-6.2pp |
| Annual return | -15.53% | 160.69%-176.2pp | 114.06%-129.6pp | 418.01%-433.5pp |
| Employer contribution / active EE | $2,041 | $3,331-38.7% | $2,851-28.4% | $4,740-56.9% |
| Participant deferral / active EE | $8,324 | $4,719+76.4% | $4,234+96.6% | $6,400+30.1% |
| Admin fee / account holder | $6,008 | $6,233-3.6% | $5,421+10.8% | $11,425-47.4% |