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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 | $47,368 | $93,117-49.1% | $77,096-38.6% | $134,532-64.8% |
| Participation rate | 87.5% | 74.5%+13.0pp | 67.9%+19.6pp | 81.2%+6.3pp |
| Annual return | -15.75% | 62.67%-78.4pp | 42.35%-58.1pp | 418.27%-434.0pp |
| Employer contribution / active EE | $2,476 | $3,420-27.6% | $2,814-12.0% | $4,741-47.8% |
| Participant deferral / active EE | $7,877 | $5,241+50.3% | $4,429+77.8% | $6,401+23.1% |
| Admin fee / account holder | $991 | $6,948-85.7% | $5,428-81.7% | $11,429-91.3% |