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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 | $8,680 | $106,557-91.9% | $91,227-90.5% | $134,545-93.5% |
| Participation rate | 85.7% | 76.8%+8.9pp | 73.2%+12.5pp | 81.2%+4.5pp |
| Annual return | -18.38% | 160.81%-179.2pp | 114.14%-132.5pp | 418.37%-436.7pp |
| Employer contribution / active EE | $1,407 | $3,332-57.8% | $2,851-50.6% | $4,742-70.3% |
| Participant deferral / active EE | $3,565 | $4,719-24.5% | $4,234-15.8% | $6,401-44.3% |
| Admin fee / account holder | $541 | $6,235-91.3% | $5,423-90.0% | $11,431-95.3% |