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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 | $30,056 | $106,551-71.8% | $91,225-67.1% | $134,532-77.7% |
| Participation rate | 95.2% | 76.8%+18.4pp | 73.2%+22.0pp | 81.2%+14.0pp |
| Annual return | -17.53% | 160.78%-178.3pp | 114.12%-131.7pp | 418.27%-435.8pp |
| Employer contribution / active EE | $1,230 | $3,331-63.1% | $2,851-56.9% | $4,741-74.1% |
| Participant deferral / active EE | $3,245 | $4,718-31.2% | $4,233-23.4% | $6,401-49.3% |
| Admin fee / account holder | $536 | $6,234-91.4% | $5,422-90.1% | $11,429-95.3% |