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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 | $60,968 | $93,124-34.5% | $77,100-20.9% | $134,545-54.7% |
| Participation rate | 93.3% | 74.5%+18.8pp | 67.9%+25.4pp | 81.2%+12.1pp |
| Annual return | -17.15% | 62.68%-79.8pp | 42.35%-59.5pp | 418.37%-435.5pp |
| Employer contribution / active EE | $3,467 | $3,421+1.3% | $2,815+23.2% | $4,742-26.9% |
| Participant deferral / active EE | $6,939 | $5,242+32.4% | $4,430+56.6% | $6,401+8.4% |
| Admin fee / account holder | $623 | $6,970-91.1% | $5,443-88.6% | $11,431-94.5% |