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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 | $88,596-63.2% | $70,098-53.5% | $134,509-75.8% |
| Participation rate | 93.8% | 74.9%+18.8pp | 70.5%+23.3pp | 81.2%+12.5pp |
| Annual return | -12.52% | 442.67%-455.2pp | 190.76%-203.3pp | 418.13%-430.7pp |
| Employer contribution / active EE | $2,256 | $3,235-30.3% | $2,560-11.9% | $4,741-52.4% |
| Participant deferral / active EE | $7,071 | $4,772+48.2% | $3,849+83.7% | $6,400+10.5% |
| Admin fee / account holder | $20,944 | $10,441+100.6% | $6,266+234.3% | $11,427+83.3% |