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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 | $34,030 | $129,960-73.8% | $104,299-67.4% | $134,545-74.7% |
| Participation rate | 83.3% | 79.5%+3.8pp | 73.3%+10.1pp | 81.2%+2.1pp |
| Annual return | -18.64% | 42.06%-60.7pp | 24.62%-43.3pp | 418.37%-437.0pp |
| Employer contribution / active EE | $2,768 | $4,186-33.9% | $3,373-17.9% | $4,742-41.6% |
| Participant deferral / active EE | $3,906 | $5,589-30.1% | $4,626-15.6% | $6,401-39.0% |
| Admin fee / account holder | $41,295 | $9,324+342.9% | $7,339+462.6% | $11,431+261.3% |