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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 | $49,298 | $84,551-41.7% | $61,452-19.8% | $134,532-63.4% |
| Participation rate | 90.9% | 62.2%+28.7pp | 52.6%+38.3pp | 81.2%+9.7pp |
| Annual return | -7.17% | 585.39%-592.6pp | 338.96%-346.1pp | 418.27%-425.4pp |
| Employer contribution / active EE | $1,416 | $1,545-8.3% | $1,160+22.1% | $4,741-70.1% |
| Participant deferral / active EE | $2,089 | $2,818-25.9% | $2,125-1.7% | $6,401-67.4% |
| Admin fee / account holder | $1,235 | $2,587-52.3% | $2,131-42.1% | $11,429-89.2% |