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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 | $33,585 | $95,979-65.0% | $74,551-55.0% | $135,380-75.2% |
| Participation rate | 94.7% | 75.7%+19.1pp | 69.1%+25.6pp | 82.6%+12.1pp |
| Annual return | -7.15% | 56.97%-64.1pp | 32.53%-39.7pp | 519.81%-527.0pp |
| Employer contribution / active EE | $1,273 | $2,716-53.1% | $1,961-35.1% | $4,779-73.4% |
| Participant deferral / active EE | $2,622 | $3,844-31.8% | $3,108-15.6% | $5,609-53.3% |
| Admin fee / account holder | $9,178 | $6,522+40.7% | $5,059+81.4% | $10,828-15.2% |