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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 | $16,406 | $93,117-82.4% | $77,096-78.7% | $134,532-87.8% |
| Participation rate | 95.8% | 74.5%+21.3pp | 67.9%+27.9pp | 81.2%+14.6pp |
| Annual return | -12.19% | 62.67%-74.9pp | 42.35%-54.5pp | 418.27%-430.5pp |
| Employer contribution / active EE | $1,667 | $3,420-51.3% | $2,814-40.8% | $4,741-64.8% |
| Participant deferral / active EE | $3,678 | $5,241-29.8% | $4,429-17.0% | $6,401-42.5% |
| Admin fee / account holder | $13,613 | $6,948+95.9% | $5,428+150.8% | $11,429+19.1% |