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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 | $48,402 | $93,124-48.0% | $77,100-37.2% | $134,545-64.0% |
| Participation rate | 71.4% | 74.5%-3.1pp | 67.9%+3.5pp | 81.2%-9.8pp |
| Annual return | -12.41% | 62.68%-75.1pp | 42.35%-54.8pp | 418.37%-430.8pp |
| Employer contribution / active EE | $1,734 | $3,421-49.3% | $2,815-38.4% | $4,742-63.4% |
| Participant deferral / active EE | $3,488 | $5,242-33.5% | $4,430-21.3% | $6,401-45.5% |
| Admin fee / account holder | $5,908 | $6,970-15.2% | $5,443+8.5% | $11,431-48.3% |