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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 | $34,571 | $133,981-74.2% | $112,249-69.2% | $134,532-74.3% |
| Participation rate | 90.9% | 78.6%+12.4pp | 75.1%+15.8pp | 81.2%+9.7pp |
| Annual return | -19.43% | 47.16%-66.6pp | 27.48%-46.9pp | 418.27%-437.7pp |
| Employer contribution / active EE | $2,384 | $4,040-41.0% | $3,636-34.4% | $4,741-49.7% |
| Participant deferral / active EE | $7,146 | $5,292+35.0% | $4,729+51.1% | $6,401+11.6% |
| Admin fee / account holder | $1,273 | $7,492-83.0% | $6,412-80.1% | $11,429-88.9% |