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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 | $17,798 | $106,551-83.3% | $91,225-80.5% | $134,532-86.8% |
| Participation rate | 94.1% | 76.8%+17.3pp | 73.2%+20.9pp | 81.2%+12.9pp |
| Annual return | -16.02% | 160.78%-176.8pp | 114.12%-130.1pp | 418.27%-434.3pp |
| Employer contribution / active EE | $1,499 | $3,331-55.0% | $2,851-47.4% | $4,741-68.4% |
| Participant deferral / active EE | $3,384 | $4,718-28.3% | $4,233-20.1% | $6,401-47.1% |
| Admin fee / account holder | $598 | $6,234-90.4% | $5,422-89.0% | $11,429-94.8% |