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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 | $33,201 | $168,636-80.3% | $147,617-77.5% | $125,393-73.5% |
| Participation rate | 83.3% | 88.8%-5.4pp | 84.6%-1.3pp | 83.2%+0.1pp |
| Annual return | -2.31% | 77.65%-80.0pp | 61.98%-64.3pp | 282.23%-284.5pp |
| Employer contribution / active EE | $1,902 | $6,252-69.6% | $5,565-65.8% | $4,866-60.9% |
| Participant deferral / active EE | $7,157 | $5,507+30.0% | $4,895+46.2% | $5,351+33.7% |
| Admin fee / account holder | $401 | $13,580-97.0% | $11,611-96.5% | $9,541-95.8% |