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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 | $149,843 | $95,975+56.1% | $74,549+101.0% | $135,379+10.7% |
| Participation rate | 77.8% | 75.7%+2.1pp | 69.1%+8.6pp | 82.6%-4.9pp |
| Annual return | -5.58% | 56.96%-62.5pp | 32.53%-38.1pp | 519.79%-525.4pp |
| Employer contribution / active EE | $2,778 | $2,716+2.3% | $1,961+41.7% | $4,779-41.9% |
| Participant deferral / active EE | $3,896 | $3,844+1.4% | $3,108+25.3% | $5,609-30.5% |
| Admin fee / account holder | $658 | $6,522-89.9% | $5,059-87.0% | $10,828-93.9% |