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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 | $26,532 | $106,551-75.1% | $91,225-70.9% | $134,532-80.3% |
| Participation rate | 80.0% | 76.8%+3.2pp | 73.2%+6.8pp | 81.2%-1.2pp |
| Annual return | -17.18% | 160.78%-178.0pp | 114.12%-131.3pp | 418.27%-435.4pp |
| Employer contribution / active EE | $3,511 | $3,331+5.4% | $2,851+23.1% | $4,741-26.0% |
| Participant deferral / active EE | $6,436 | $4,718+36.4% | $4,233+52.0% | $6,401+0.5% |
| Admin fee / account holder | $420 | $6,234-93.3% | $5,422-92.3% | $11,429-96.3% |