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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 | $60,415 | $95,979-37.1% | $74,551-19.0% | $135,380-55.4% |
| Participation rate | 88.9% | 75.7%+13.2pp | 69.1%+19.7pp | 82.6%+6.2pp |
| Annual return | -4.86% | 56.97%-61.8pp | 32.53%-37.4pp | 519.81%-524.7pp |
| Employer contribution / active EE | $2,462 | $2,716-9.4% | $1,961+25.5% | $4,779-48.5% |
| Participant deferral / active EE | $3,334 | $3,844-13.3% | $3,108+7.3% | $5,609-40.6% |
| Admin fee / account holder | $5,133 | $6,522-21.3% | $5,059+1.5% | $10,828-52.6% |