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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 | $137,385 | $95,979+43.1% | $74,551+84.3% | $135,380+1.5% |
| Participation rate | 70.0% | 75.7%-5.7pp | 69.1%+0.9pp | 82.6%-12.6pp |
| Annual return | -6.91% | 56.97%-63.9pp | 32.53%-39.4pp | 519.81%-526.7pp |
| Employer contribution / active EE | $2,941 | $2,716+8.3% | $1,961+49.9% | $4,779-38.5% |
| Participant deferral / active EE | $2,795 | $3,844-27.3% | $3,108-10.1% | $5,609-50.2% |
| Admin fee / account holder | $3,555 | $6,522-45.5% | $5,059-29.7% | $10,828-67.2% |