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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 | $64,949 | $93,117-30.3% | $77,096-15.8% | $134,532-51.7% |
| Participation rate | 85.7% | 74.5%+11.2pp | 67.9%+17.8pp | 81.2%+4.5pp |
| Annual return | -18.05% | 62.67%-80.7pp | 42.35%-60.4pp | 418.27%-436.3pp |
| Employer contribution / active EE | $2,952 | $3,420-13.7% | $2,814+4.9% | $4,741-37.7% |
| Participant deferral / active EE | $7,609 | $5,241+45.2% | $4,429+71.8% | $6,401+18.9% |
| Admin fee / account holder | $388 | $6,948-94.4% | $5,428-92.8% | $11,429-96.6% |