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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 | $68,113 | $106,557-36.1% | $91,227-25.3% | $134,545-49.4% |
| Participation rate | 94.7% | 76.8%+17.9pp | 73.2%+21.5pp | 81.2%+13.5pp |
| Annual return | -14.90% | 160.81%-175.7pp | 114.14%-129.0pp | 418.37%-433.3pp |
| Employer contribution / active EE | $2,632 | $3,332-21.0% | $2,851-7.7% | $4,742-44.5% |
| Participant deferral / active EE | $4,613 | $4,719-2.3% | $4,234+8.9% | $6,401-27.9% |
| Admin fee / account holder | $553 | $6,235-91.1% | $5,423-89.8% | $11,431-95.2% |