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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 | $74,663 | $129,959-42.5% | $104,301-28.4% | $134,532-44.5% |
| Participation rate | 90.9% | 79.5%+11.4pp | 73.3%+17.6pp | 81.2%+9.7pp |
| Annual return | -16.97% | 42.04%-59.0pp | 24.61%-41.6pp | 418.27%-435.2pp |
| Employer contribution / active EE | $1,708 | $4,185-59.2% | $3,373-49.3% | $4,741-64.0% |
| Participant deferral / active EE | $5,216 | $5,589-6.7% | $4,626+12.8% | $6,401-18.5% |
| Admin fee / account holder | $9,905 | $9,325+6.2% | $7,340+34.9% | $11,429-13.3% |