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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 | $70,799 | $133,981-47.2% | $112,249-36.9% | $134,532-47.4% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -14.34% | 47.16%-61.5pp | 27.48%-41.8pp | 418.27%-432.6pp |
| Employer contribution / active EE | $1,893 | $4,040-53.1% | $3,636-47.9% | $4,741-60.1% |
| Participant deferral / active EE | $3,785 | $5,292-28.5% | $4,729-20.0% | $6,401-40.9% |
| Admin fee / account holder | $347 | $7,492-95.4% | $6,412-94.6% | $11,429-97.0% |