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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 | $49,991 | $168,635-70.4% | $147,617-66.1% | $125,389-60.1% |
| Participation rate | 83.3% | 88.8%-5.4pp | 84.6%-1.3pp | 83.2%+0.1pp |
| Annual return | -3.15% | 77.65%-80.8pp | 61.98%-65.1pp | 282.24%-285.4pp |
| Employer contribution / active EE | $9,075 | $6,252+45.1% | $5,564+63.1% | $4,866+86.5% |
| Participant deferral / active EE | $8,422 | $5,507+52.9% | $4,895+72.0% | $5,352+57.4% |
| Admin fee / account holder | $1,571 | $13,580-88.4% | $11,612-86.5% | $9,541-83.5% |