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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 | $72,650 | $106,551-31.8% | $91,225-20.4% | $134,532-46.0% |
| Participation rate | 94.4% | 76.8%+17.6pp | 73.2%+21.2pp | 81.2%+13.2pp |
| Annual return | -17.52% | 160.78%-178.3pp | 114.12%-131.6pp | 418.27%-435.8pp |
| Employer contribution / active EE | $4,418 | $3,331+32.6% | $2,851+55.0% | $4,741-6.8% |
| Participant deferral / active EE | $10,846 | $4,718+129.9% | $4,233+156.2% | $6,401+69.4% |
| Admin fee / account holder | $2,842 | $6,234-54.4% | $5,422-47.6% | $11,429-75.1% |