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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 | $35,924 | $95,979-62.6% | $74,551-51.8% | $135,380-73.5% |
| Participation rate | 92.9% | 75.7%+17.2pp | 69.1%+23.7pp | 82.6%+10.2pp |
| Annual return | -8.47% | 56.97%-65.4pp | 32.53%-41.0pp | 519.81%-528.3pp |
| Employer contribution / active EE | $5,079 | $2,716+87.0% | $1,961+159.0% | $4,779+6.3% |
| Participant deferral / active EE | $3,259 | $3,844-15.2% | $3,108+4.9% | $5,609-41.9% |
| Admin fee / account holder | $5,806 | $6,522-11.0% | $5,059+14.8% | $10,828-46.4% |