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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 | $52,611 | $88,585-40.6% | $69,884-24.7% | $134,532-60.9% |
| Participation rate | 85.7% | 74.9%+10.8pp | 70.5%+15.2pp | 81.2%+4.5pp |
| Annual return | -15.33% | 442.80%-458.1pp | 190.81%-206.1pp | 418.27%-433.6pp |
| Employer contribution / active EE | $2,036 | $3,235-37.1% | $2,560-20.5% | $4,741-57.1% |
| Participant deferral / active EE | $4,335 | $4,770-9.1% | $3,848+12.7% | $6,401-32.3% |
| Admin fee / account holder | $1,948 | $10,441-81.3% | $6,266-68.9% | $11,429-83.0% |