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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 | $66,134 | $95,975-31.1% | $74,549-11.3% | $135,379-51.1% |
| Participation rate | 84.2% | 75.7%+8.6pp | 69.1%+15.1pp | 82.6%+1.6pp |
| Annual return | -6.75% | 56.96%-63.7pp | 32.53%-39.3pp | 519.79%-526.5pp |
| Employer contribution / active EE | $1,058 | $2,716-61.0% | $1,961-46.0% | $4,779-77.9% |
| Participant deferral / active EE | $4,138 | $3,844+7.7% | $3,108+33.1% | $5,609-26.2% |
| Admin fee / account holder | $990 | $6,522-84.8% | $5,059-80.4% | $10,828-90.9% |