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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 | $50,868 | $84,628-39.9% | $61,501-17.3% | $134,545-62.2% |
| Participation rate | 93.8% | 62.2%+31.5pp | 52.6%+41.2pp | 81.2%+12.5pp |
| Annual return | -16.96% | 585.61%-602.6pp | 339.04%-356.0pp | 418.37%-435.3pp |
| Employer contribution / active EE | $2,048 | $1,545+32.6% | $1,160+76.6% | $4,742-56.8% |
| Participant deferral / active EE | $8,098 | $2,819+187.3% | $2,125+281.1% | $6,401+26.5% |
| Admin fee / account holder | $8,005 | $2,587+209.4% | $2,132+275.5% | $11,431-30.0% |