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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 | $65,316 | $67,372-3.1% | $60,906+7.2% | $134,532-51.4% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.1%+6.9pp | 81.2%-1.2pp |
| Annual return | -15.55% | 50.05%-65.6pp | 16.94%-32.5pp | 418.27%-433.8pp |
| Employer contribution / active EE | $5,292 | $3,099+70.7% | $2,703+95.8% | $4,741+11.6% |
| Participant deferral / active EE | $4,346 | $4,532-4.1% | $3,814+13.9% | $6,401-32.1% |
| Admin fee / account holder | $12,474 | $4,588+171.9% | $3,227+286.6% | $11,429+9.1% |