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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 | $99,260 | $67,372+47.3% | $60,906+63.0% | $134,532-26.2% |
| Participation rate | 71.4% | 76.2%-4.7pp | 73.1%-1.7pp | 81.2%-9.8pp |
| Annual return | -19.95% | 50.05%-70.0pp | 16.94%-36.9pp | 418.27%-438.2pp |
| Employer contribution / active EE | $3,374 | $3,099+8.9% | $2,703+24.8% | $4,741-28.8% |
| Participant deferral / active EE | $4,726 | $4,532+4.3% | $3,814+23.9% | $6,401-26.2% |
| Admin fee / account holder | $1,156 | $4,588-74.8% | $3,227-64.2% | $11,429-89.9% |