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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 | $67,057 | $93,117-28.0% | $77,096-13.0% | $134,532-50.2% |
| Participation rate | 90.0% | 74.5%+15.5pp | 67.9%+22.1pp | 81.2%+8.8pp |
| Annual return | -17.45% | 62.67%-80.1pp | 42.35%-59.8pp | 418.27%-435.7pp |
| Employer contribution / active EE | $5,720 | $3,420+67.2% | $2,814+103.2% | $4,741+20.6% |
| Participant deferral / active EE | $3,389 | $5,241-35.3% | $4,429-23.5% | $6,401-47.1% |
| Admin fee / account holder | $934 | $6,948-86.6% | $5,428-82.8% | $11,429-91.8% |