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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 | $74,440 | $67,372+10.5% | $60,906+22.2% | $134,532-44.7% |
| Participation rate | 83.3% | 76.2%+7.2pp | 73.1%+10.2pp | 81.2%+2.1pp |
| Annual return | -16.14% | 50.05%-66.2pp | 16.94%-33.1pp | 418.27%-434.4pp |
| Employer contribution / active EE | $7,915 | $3,099+155.4% | $2,703+192.8% | $4,741+66.9% |
| Participant deferral / active EE | $7,007 | $4,532+54.6% | $3,814+83.7% | $6,401+9.5% |
| Admin fee / account holder | $967 | $4,588-78.9% | $3,227-70.0% | $11,429-91.5% |