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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 | $15,949 | $106,551-85.0% | $91,225-82.5% | $134,532-88.1% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.2%+1.8pp | 81.2%-6.2pp |
| Annual return | -19.76% | 160.78%-180.5pp | 114.12%-133.9pp | 418.27%-438.0pp |
| Employer contribution / active EE | $1,077 | $3,331-67.7% | $2,851-62.2% | $4,741-77.3% |
| Participant deferral / active EE | $3,386 | $4,718-28.2% | $4,233-20.0% | $6,401-47.1% |
| Admin fee / account holder | $2,210 | $6,234-64.6% | $5,422-59.2% | $11,429-80.7% |