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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 | $48,723 | $93,117-47.7% | $77,096-36.8% | $134,532-63.8% |
| Participation rate | 94.1% | 74.5%+19.6pp | 67.9%+26.2pp | 81.2%+12.9pp |
| Annual return | -20.20% | 62.67%-82.9pp | 42.35%-62.6pp | 418.27%-438.5pp |
| Employer contribution / active EE | $8,599 | $3,420+151.4% | $2,814+205.5% | $4,741+81.4% |
| Participant deferral / active EE | $7,396 | $5,241+41.1% | $4,429+67.0% | $6,401+15.5% |
| Admin fee / account holder | $4,209 | $6,948-39.4% | $5,428-22.5% | $11,429-63.2% |