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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 | $75,778 | $67,372+12.5% | $60,906+24.4% | $134,532-43.7% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.1%+8.7pp | 81.2%+0.6pp |
| Annual return | -7.71% | 50.05%-57.8pp | 16.94%-24.7pp | 418.27%-426.0pp |
| Employer contribution / active EE | $2,430 | $3,099-21.6% | $2,703-10.1% | $4,741-48.8% |
| Participant deferral / active EE | $2,430 | $4,532-46.4% | $3,814-36.3% | $6,401-62.0% |
| Admin fee / account holder | $20,969 | $4,588+357.0% | $3,227+549.8% | $11,429+83.5% |