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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 | $74,645 | $93,117-19.8% | $77,096-3.2% | $134,532-44.5% |
| Participation rate | 88.2% | 74.5%+13.7pp | 67.9%+20.3pp | 81.2%+7.0pp |
| Annual return | -16.75% | 62.67%-79.4pp | 42.35%-59.1pp | 418.27%-435.0pp |
| Employer contribution / active EE | $2,180 | $3,420-36.3% | $2,814-22.5% | $4,741-54.0% |
| Participant deferral / active EE | $5,805 | $5,241+10.8% | $4,429+31.1% | $6,401-9.3% |
| Admin fee / account holder | $445 | $6,948-93.6% | $5,428-91.8% | $11,429-96.1% |