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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 | $35,990 | $67,396-46.6% | $60,919-40.9% | $134,545-73.3% |
| Participation rate | 82.4% | 76.2%+6.2pp | 73.1%+9.3pp | 81.2%+1.1pp |
| Annual return | -17.64% | 50.12%-67.8pp | 16.96%-34.6pp | 418.37%-436.0pp |
| Employer contribution / active EE | $8,743 | $3,101+181.9% | $2,704+223.3% | $4,742+84.4% |
| Participant deferral / active EE | $5,026 | $4,534+10.8% | $3,814+31.8% | $6,401-21.5% |
| Admin fee / account holder | $518 | $4,590-88.7% | $3,228-84.0% | $11,431-95.5% |