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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 | $61,191 | $106,557-42.6% | $91,227-32.9% | $134,545-54.5% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.2%+1.8pp | 81.2%-6.2pp |
| Annual return | -18.26% | 160.81%-179.1pp | 114.14%-132.4pp | 418.37%-436.6pp |
| Employer contribution / active EE | $3,860 | $3,332+15.9% | $2,851+35.4% | $4,742-18.6% |
| Participant deferral / active EE | $6,746 | $4,719+43.0% | $4,234+59.3% | $6,401+5.4% |
| Admin fee / account holder | $914 | $6,235-85.3% | $5,423-83.2% | $11,431-92.0% |