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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 | $32,425 | $88,603-63.4% | $69,890-53.6% | $134,545-75.9% |
| Participation rate | 77.8% | 74.9%+2.9pp | 70.5%+7.3pp | 81.2%-3.5pp |
| Annual return | -17.67% | 442.93%-460.6pp | 190.84%-208.5pp | 418.37%-436.0pp |
| Employer contribution / active EE | $2,028 | $3,236-37.3% | $2,560-20.8% | $4,742-57.2% |
| Participant deferral / active EE | $6,859 | $4,771+43.8% | $3,848+78.2% | $6,401+7.2% |
| Admin fee / account holder | $5,172 | $10,443-50.5% | $6,267-17.5% | $11,431-54.8% |