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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 | $48,851 | $133,981-63.5% | $112,249-56.5% | $134,532-63.7% |
| Participation rate | 90.9% | 78.6%+12.4pp | 75.1%+15.8pp | 81.2%+9.7pp |
| Annual return | -15.37% | 47.16%-62.5pp | 27.48%-42.8pp | 418.27%-433.6pp |
| Employer contribution / active EE | $3,249 | $4,040-19.6% | $3,636-10.6% | $4,741-31.5% |
| Participant deferral / active EE | $7,813 | $5,292+47.6% | $4,729+65.2% | $6,401+22.1% |
| Admin fee / account holder | $308 | $7,492-95.9% | $6,412-95.2% | $11,429-97.3% |