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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 | $91,168 | $95,979-5.0% | $74,551+22.3% | $135,380-32.7% |
| Participation rate | 73.7% | 75.7%-2.0pp | 69.1%+4.5pp | 82.6%-9.0pp |
| Annual return | -6.82% | 56.97%-63.8pp | 32.53%-39.3pp | 519.81%-526.6pp |
| Employer contribution / active EE | $1,850 | $2,716-31.9% | $1,961-5.7% | $4,779-61.3% |
| Participant deferral / active EE | $5,899 | $3,844+53.5% | $3,108+89.8% | $5,609+5.2% |
| Admin fee / account holder | $7,775 | $6,522+19.2% | $5,059+53.7% | $10,828-28.2% |