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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 | $49,422 | $84,493-41.5% | $125,381-60.6% | $66,938-26.2% |
| Participation rate | 72.6% | 76.4%-3.8pp | 82.4%-9.8pp | 69.8%+2.8pp |
| Annual return | -14.21% | -8.49%-5.7pp | 572.31%-586.5pp | 1.58%-15.8pp |
| Employer contribution / active EE | $1,096 | $3,554-69.2% | $4,815-77.2% | $2,545-56.9% |
| Participant deferral / active EE | $7,265 | $6,783+7.1% | $7,448-2.5% | $4,238+71.4% |
| Admin fee / account holder | $6,397 | $685+833.9% | $10,007-36.1% | $594+977.8% |