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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 | $20,555 | $67,352-69.5% | $60,899-66.2% | $134,509-84.7% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.1%+6.9pp | 81.2%-1.2pp |
| Annual return | -16.95% | 49.99%-66.9pp | 16.92%-33.9pp | 418.13%-435.1pp |
| Employer contribution / active EE | $4,081 | $3,098+31.8% | $2,702+51.0% | $4,741-13.9% |
| Participant deferral / active EE | $8,121 | $4,539+78.9% | $3,817+112.8% | $6,400+26.9% |
| Admin fee / account holder | $2,046 | $4,585-55.4% | $3,225-36.6% | $11,427-82.1% |