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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 | $32,604 | $88,585-63.2% | $69,884-53.3% | $134,532-75.8% |
| Participation rate | 93.8% | 74.9%+18.8pp | 70.5%+23.3pp | 81.2%+12.5pp |
| Annual return | -12.52% | 442.80%-455.3pp | 190.81%-203.3pp | 418.27%-430.8pp |
| Employer contribution / active EE | $2,256 | $3,235-30.3% | $2,560-11.9% | $4,741-52.4% |
| Participant deferral / active EE | $7,071 | $4,770+48.3% | $3,848+83.8% | $6,401+10.5% |
| Admin fee / account holder | $20,944 | $10,441+100.6% | $6,266+234.2% | $11,429+83.3% |