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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 | $38,435 | $133,981-71.3% | $112,249-65.8% | $134,532-71.4% |
| Participation rate | 95.2% | 78.6%+16.7pp | 75.1%+20.2pp | 81.2%+14.0pp |
| Annual return | -18.81% | 47.16%-66.0pp | 27.48%-46.3pp | 418.27%-437.1pp |
| Employer contribution / active EE | $2,739 | $4,040-32.2% | $3,636-24.7% | $4,741-42.2% |
| Participant deferral / active EE | $8,330 | $5,292+57.4% | $4,729+76.2% | $6,401+30.1% |
| Admin fee / account holder | $3,803 | $7,492-49.2% | $6,412-40.7% | $11,429-66.7% |