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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 | $46,273 | $88,603-47.8% | $69,890-33.8% | $134,545-65.6% |
| Participation rate | 95.2% | 74.9%+20.3pp | 70.5%+24.8pp | 81.2%+14.0pp |
| Annual return | -16.30% | 442.93%-459.2pp | 190.84%-207.1pp | 418.37%-434.7pp |
| Employer contribution / active EE | $1,685 | $3,236-47.9% | $2,560-34.2% | $4,742-64.5% |
| Participant deferral / active EE | $1,844 | $4,771-61.3% | $3,848-52.1% | $6,401-71.2% |
| Admin fee / account holder | $52,806 | $10,443+405.6% | $6,267+742.6% | $11,431+362.0% |