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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 | $23,893 | $93,117-74.3% | $77,096-69.0% | $134,532-82.2% |
| Participation rate | 79.2% | 74.5%+4.7pp | 67.9%+11.2pp | 81.2%-2.1pp |
| Annual return | -17.88% | 62.67%-80.5pp | 42.35%-60.2pp | 418.27%-436.1pp |
| Employer contribution / active EE | $2,001 | $3,420-41.5% | $2,814-28.9% | $4,741-57.8% |
| Participant deferral / active EE | $4,829 | $5,241-7.9% | $4,429+9.0% | $6,401-24.6% |
| Admin fee / account holder | $1,216 | $6,948-82.5% | $5,428-77.6% | $11,429-89.4% |