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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 | $33,217 | $138,075-75.9% | $123,552-73.1% | $135,379-75.5% |
| Participation rate | 95.0% | 84.7%+10.3pp | 82.3%+12.7pp | 82.6%+12.4pp |
| Annual return | -3.01% | 153.70%-156.7pp | 119.20%-122.2pp | 519.79%-522.8pp |
| Employer contribution / active EE | $3,255 | $5,152-36.8% | $4,628-29.7% | $4,779-31.9% |
| Participant deferral / active EE | $6,332 | $6,800-6.9% | $6,426-1.5% | $5,609+12.9% |
| Admin fee / account holder | $18,038 | $10,917+65.2% | $9,285+94.3% | $10,828+66.6% |