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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 | $50,414 | $104,116-51.6% | $71,089-29.1% | $135,380-62.8% |
| Participation rate | 75.0% | 65.7%+9.3pp | 54.6%+20.4pp | 82.6%-7.6pp |
| Annual return | -8.39% | 1256.51%-1264.9pp | 650.65%-659.0pp | 519.81%-528.2pp |
| Employer contribution / active EE | $925 | $1,485-37.7% | $1,088-15.0% | $4,779-80.6% |
| Participant deferral / active EE | $4,213 | $2,524+66.9% | $1,873+125.0% | $5,609-24.9% |
| Admin fee / account holder | $603 | $4,142-85.4% | $3,082-80.4% | $10,828-94.4% |