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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 | $14,465 | $67,396-78.5% | $60,919-76.3% | $134,545-89.2% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.1%+6.9pp | 81.2%-1.2pp |
| Annual return | -16.21% | 50.12%-66.3pp | 16.96%-33.2pp | 418.37%-434.6pp |
| Employer contribution / active EE | $580 | $3,101-81.3% | $2,704-78.6% | $4,742-87.8% |
| Participant deferral / active EE | $1,556 | $4,534-65.7% | $3,814-59.2% | $6,401-75.7% |
| Admin fee / account holder | $1,912 | $4,590-58.4% | $3,228-40.8% | $11,431-83.3% |