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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 | $28,727 | $88,585-67.6% | $69,884-58.9% | $134,532-78.6% |
| Participation rate | 91.7% | 74.9%+16.8pp | 70.5%+21.2pp | 81.2%+10.4pp |
| Annual return | -14.29% | 442.80%-457.1pp | 190.81%-205.1pp | 418.27%-432.6pp |
| Employer contribution / active EE | $3,816 | $3,235+18.0% | $2,560+49.1% | $4,741-19.5% |
| Participant deferral / active EE | $4,035 | $4,770-15.4% | $3,848+4.9% | $6,401-37.0% |
| Admin fee / account holder | $816 | $10,441-92.2% | $6,266-87.0% | $11,429-92.9% |