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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 | $34,596 | $93,117-62.8% | $77,096-55.1% | $134,532-74.3% |
| Participation rate | 76.5% | 74.5%+2.0pp | 67.9%+8.5pp | 81.2%-4.8pp |
| Annual return | -7.71% | 62.67%-70.4pp | 42.35%-50.1pp | 418.27%-426.0pp |
| Employer contribution / active EE | $4,591 | $3,420+34.2% | $2,814+63.1% | $4,741-3.2% |
| Participant deferral / active EE | $3,248 | $5,241-38.0% | $4,429-26.7% | $6,401-49.3% |
| Admin fee / account holder | $464 | $6,948-93.3% | $5,428-91.5% | $11,429-95.9% |