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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 | $15,822 | $106,549-85.2% | $91,225-82.7% | $134,509-88.2% |
| Participation rate | 80.0% | 76.8%+3.2pp | 73.2%+6.8pp | 81.2%-1.2pp |
| Annual return | -14.09% | 160.73%-174.8pp | 114.10%-128.2pp | 418.13%-432.2pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,851-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,000 | $4,719-57.6% | $4,234-52.8% | $6,400-68.8% |
| Admin fee / account holder | $4,078 | $6,234-34.6% | $5,422-24.8% | $11,427-64.3% |