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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 | $113,243 | $93,117+21.6% | $77,096+46.9% | $134,532-15.8% |
| Participation rate | 75.0% | 74.5%+0.5pp | 67.9%+7.1pp | 81.2%-6.2pp |
| Annual return | -14.43% | 62.67%-77.1pp | 42.35%-56.8pp | 418.27%-432.7pp |
| Employer contribution / active EE | $2,723 | $3,420-20.4% | $2,814-3.3% | $4,741-42.6% |
| Participant deferral / active EE | $6,235 | $5,241+19.0% | $4,429+40.8% | $6,401-2.6% |
| Admin fee / account holder | $5,473 | $6,948-21.2% | $5,428+0.8% | $11,429-52.1% |