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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 | $30,033 | $106,549-71.8% | $91,225-67.1% | $134,509-77.7% |
| Participation rate | 80.0% | 76.8%+3.2pp | 73.2%+6.8pp | 81.2%-1.2pp |
| Annual return | -15.34% | 160.73%-176.1pp | 114.10%-129.4pp | 418.13%-433.5pp |
| Employer contribution / active EE | $3,388 | $3,331+1.7% | $2,851+18.9% | $4,741-28.5% |
| Participant deferral / active EE | $8,553 | $4,719+81.2% | $4,234+102.0% | $6,400+33.6% |
| Admin fee / account holder | $1,652 | $6,234-73.5% | $5,422-69.5% | $11,427-85.5% |