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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 | $65,753 | $93,117-29.4% | $77,096-14.7% | $134,532-51.1% |
| Participation rate | 79.2% | 74.5%+4.7pp | 67.9%+11.2pp | 81.2%-2.1pp |
| Annual return | -13.93% | 62.67%-76.6pp | 42.35%-56.3pp | 418.27%-432.2pp |
| Employer contribution / active EE | $1,465 | $3,420-57.2% | $2,814-47.9% | $4,741-69.1% |
| Participant deferral / active EE | $4,800 | $5,241-8.4% | $4,429+8.4% | $6,401-25.0% |
| Admin fee / account holder | $23,807 | $6,948+242.6% | $5,428+338.5% | $11,429+108.3% |