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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 | $29,903 | $133,981-77.7% | $112,249-73.4% | $134,532-77.8% |
| Participation rate | 89.5% | 78.6%+10.9pp | 75.1%+14.4pp | 81.2%+8.2pp |
| Annual return | -18.78% | 47.16%-65.9pp | 27.48%-46.3pp | 418.27%-437.0pp |
| Employer contribution / active EE | $3,008 | $4,040-25.5% | $3,636-17.3% | $4,741-36.6% |
| Participant deferral / active EE | $2,128 | $5,292-59.8% | $4,729-55.0% | $6,401-66.8% |
| Admin fee / account holder | $7,112 | $7,492-5.1% | $6,412+10.9% | $11,429-37.8% |