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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 | $28,754 | $93,117-69.1% | $77,096-62.7% | $134,532-78.6% |
| Participation rate | 73.9% | 74.5%-0.6pp | 67.9%+6.0pp | 81.2%-7.3pp |
| Annual return | -16.37% | 62.67%-79.0pp | 42.35%-58.7pp | 418.27%-434.6pp |
| Employer contribution / active EE | $1,529 | $3,420-55.3% | $2,814-45.7% | $4,741-67.8% |
| Participant deferral / active EE | $4,560 | $5,241-13.0% | $4,429+3.0% | $6,401-28.8% |
| Admin fee / account holder | $10,398 | $6,948+49.7% | $5,428+91.5% | $11,429-9.0% |