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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 | $43,483 | $93,124-53.3% | $77,100-43.6% | $134,545-67.7% |
| Participation rate | 92.9% | 74.5%+18.4pp | 67.9%+24.9pp | 81.2%+11.6pp |
| Annual return | -17.63% | 62.68%-80.3pp | 42.35%-60.0pp | 418.37%-436.0pp |
| Employer contribution / active EE | $2,221 | $3,421-35.1% | $2,815-21.1% | $4,742-53.2% |
| Participant deferral / active EE | $6,684 | $5,242+27.5% | $4,430+50.9% | $6,401+4.4% |
| Admin fee / account holder | $454 | $6,970-93.5% | $5,443-91.7% | $11,431-96.0% |