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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 | $50,456 | $67,352-25.1% | $60,899-17.1% | $134,509-62.5% |
| Participation rate | 78.6% | 76.2%+2.4pp | 73.1%+5.5pp | 81.2%-2.7pp |
| Annual return | -18.89% | 49.99%-68.9pp | 16.92%-35.8pp | 418.13%-437.0pp |
| Employer contribution / active EE | $1,788 | $3,098-42.3% | $2,702-33.8% | $4,741-62.3% |
| Participant deferral / active EE | $8,490 | $4,539+87.0% | $3,817+122.4% | $6,400+32.6% |
| Admin fee / account holder | $8,105 | $4,585+76.8% | $3,225+151.3% | $11,427-29.1% |