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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 | $51,666 | $106,549-51.5% | $91,225-43.4% | $134,509-61.6% |
| Participation rate | 80.0% | 76.8%+3.2pp | 73.2%+6.8pp | 81.2%-1.2pp |
| Annual return | -20.21% | 160.73%-180.9pp | 114.10%-134.3pp | 418.13%-438.3pp |
| Employer contribution / active EE | $7,961 | $3,331+139.0% | $2,851+179.3% | $4,741+67.9% |
| Participant deferral / active EE | $15,224 | $4,719+222.6% | $4,234+259.5% | $6,400+137.9% |
| Admin fee / account holder | $515 | $6,234-91.7% | $5,422-90.5% | $11,427-95.5% |