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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 | $31,195 | $138,075-77.4% | $123,552-74.8% | $135,379-77.0% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -1.57% | 153.70%-155.3pp | 119.20%-120.8pp | 519.79%-521.4pp |
| Employer contribution / active EE | $1,620 | $5,152-68.6% | $4,628-65.0% | $4,779-66.1% |
| Participant deferral / active EE | $4,689 | $6,800-31.0% | $6,426-27.0% | $5,609-16.4% |
| Admin fee / account holder | $49,624 | $10,917+354.6% | $9,285+434.5% | $10,828+358.3% |