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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 | $57,881 | $106,551-45.7% | $91,225-36.6% | $134,532-57.0% |
| Participation rate | 80.0% | 76.8%+3.2pp | 73.2%+6.8pp | 81.2%-1.2pp |
| Annual return | -17.68% | 160.78%-178.5pp | 114.12%-131.8pp | 418.27%-436.0pp |
| Employer contribution / active EE | $5,823 | $3,331+74.8% | $2,851+104.3% | $4,741+22.8% |
| Participant deferral / active EE | $13,702 | $4,718+190.4% | $4,233+223.7% | $6,401+114.1% |
| Admin fee / account holder | $1,903 | $6,234-69.5% | $5,422-64.9% | $11,429-83.3% |