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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 | $22,403 | $88,603-74.7% | $69,890-67.9% | $134,545-83.3% |
| Participation rate | 90.9% | 74.9%+16.0pp | 70.5%+20.4pp | 81.2%+9.7pp |
| Annual return | -19.54% | 442.93%-462.5pp | 190.84%-210.4pp | 418.37%-437.9pp |
| Employer contribution / active EE | $3,203 | $3,236-1.0% | $2,560+25.1% | $4,742-32.4% |
| Participant deferral / active EE | $4,693 | $4,771-1.6% | $3,848+22.0% | $6,401-26.7% |
| Admin fee / account holder | $3,050 | $10,443-70.8% | $6,267-51.3% | $11,431-73.3% |