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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 | $33,390 | $82,674-59.6% | $125,381-73.4% | $68,486-51.2% |
| Participation rate | 80.0% | 75.1%+4.9pp | 82.4%-2.4pp | 67.9%+12.1pp |
| Annual return | -18.21% | -5.97%-12.2pp | 572.31%-590.5pp | -7.85%-10.4pp |
| Employer contribution / active EE | $3,751 | $3,382+10.9% | $4,815-22.1% | $2,597+44.5% |
| Participant deferral / active EE | $8,396 | $6,111+37.4% | $7,448+12.7% | $4,028+108.5% |
| Admin fee / account holder | $1,604 | $6,277-74.4% | $10,007-84.0% | $5,404-70.3% |