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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 | $88,045 | $67,372+30.7% | $60,906+44.6% | $134,532-34.6% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.1%+1.9pp | 81.2%-6.2pp |
| Annual return | -13.66% | 50.05%-63.7pp | 16.94%-30.6pp | 418.27%-431.9pp |
| Employer contribution / active EE | $2,985 | $3,099-3.7% | $2,703+10.4% | $4,741-37.0% |
| Participant deferral / active EE | $10,023 | $4,532+121.1% | $3,814+162.8% | $6,401+56.6% |
| Admin fee / account holder | $9,104 | $4,588+98.4% | $3,227+182.1% | $11,429-20.3% |