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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 | $38,327 | $106,549-64.0% | $91,225-58.0% | $134,509-71.5% |
| Participation rate | 80.0% | 76.8%+3.2pp | 73.2%+6.8pp | 81.2%-1.2pp |
| Annual return | -13.85% | 160.73%-174.6pp | 114.10%-127.9pp | 418.13%-432.0pp |
| Employer contribution / active EE | $1,551 | $3,331-53.4% | $2,851-45.6% | $4,741-67.3% |
| Participant deferral / active EE | $3,557 | $4,719-24.6% | $4,234-16.0% | $6,400-44.4% |
| Admin fee / account holder | $7,381 | $6,234+18.4% | $5,422+36.1% | $11,427-35.4% |