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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 | $68,524 | $106,551-35.7% | $91,225-24.9% | $134,532-49.1% |
| Participation rate | 88.9% | 76.8%+12.1pp | 73.2%+15.7pp | 81.2%+7.7pp |
| Annual return | -13.77% | 160.78%-174.5pp | 114.12%-127.9pp | 418.27%-432.0pp |
| Employer contribution / active EE | $1,148 | $3,331-65.6% | $2,851-59.7% | $4,741-75.8% |
| Participant deferral / active EE | $3,607 | $4,718-23.5% | $4,233-14.8% | $6,401-43.6% |
| Admin fee / account holder | $37,050 | $6,234+494.3% | $5,422+583.3% | $11,429+224.2% |