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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 | $74,286 | $95,975-22.6% | $74,549-0.4% | $135,379-45.1% |
| Participation rate | 85.7% | 75.7%+10.1pp | 69.1%+16.6pp | 82.6%+3.1pp |
| Annual return | -6.71% | 56.96%-63.7pp | 32.53%-39.2pp | 519.79%-526.5pp |
| Employer contribution / active EE | $6,504 | $2,716+139.4% | $1,961+231.7% | $4,779+36.1% |
| Participant deferral / active EE | $6,389 | $3,844+66.2% | $3,108+105.6% | $5,609+13.9% |
| Admin fee / account holder | $549 | $6,522-91.6% | $5,059-89.1% | $10,828-94.9% |