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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 | $33,941 | $93,117-63.6% | $77,096-56.0% | $134,532-74.8% |
| Participation rate | 81.8% | 74.5%+7.3pp | 67.9%+13.9pp | 81.2%+0.6pp |
| Annual return | -16.64% | 62.67%-79.3pp | 42.35%-59.0pp | 418.27%-434.9pp |
| Employer contribution / active EE | $7,313 | $3,420+113.8% | $2,814+159.8% | $4,741+54.2% |
| Participant deferral / active EE | $6,335 | $5,241+20.9% | $4,429+43.0% | $6,401-1.0% |
| Admin fee / account holder | $2,360 | $6,948-66.0% | $5,428-56.5% | $11,429-79.4% |