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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 | $61,933 | $106,551-41.9% | $91,225-32.1% | $134,532-54.0% |
| Participation rate | 80.0% | 76.8%+3.2pp | 73.2%+6.8pp | 81.2%-1.2pp |
| Annual return | -19.16% | 160.78%-179.9pp | 114.12%-133.3pp | 418.27%-437.4pp |
| Employer contribution / active EE | $1,582 | $3,331-52.5% | $2,851-44.5% | $4,741-66.6% |
| Participant deferral / active EE | $4,213 | $4,718-10.7% | $4,233-0.5% | $6,401-34.2% |
| Admin fee / account holder | $821 | $6,234-86.8% | $5,422-84.9% | $11,429-92.8% |