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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 | $14,179 | $93,117-84.8% | $77,096-81.6% | $134,532-89.5% |
| Participation rate | 72.2% | 74.5%-2.3pp | 67.9%+4.3pp | 81.2%-9.0pp |
| Annual return | -16.72% | 62.67%-79.4pp | 42.35%-59.1pp | 418.27%-435.0pp |
| Employer contribution / active EE | $2,218 | $3,420-35.2% | $2,814-21.2% | $4,741-53.2% |
| Participant deferral / active EE | $4,176 | $5,241-20.3% | $4,429-5.7% | $6,401-34.8% |
| Admin fee / account holder | $1,391 | $6,948-80.0% | $5,428-74.4% | $11,429-87.8% |