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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 | $118,947 | $95,979+23.9% | $74,551+59.6% | $135,380-12.1% |
| Participation rate | 91.7% | 75.7%+16.0pp | 69.1%+22.5pp | 82.6%+9.0pp |
| Annual return | -2.66% | 56.97%-59.6pp | 32.53%-35.2pp | 519.81%-522.5pp |
| Employer contribution / active EE | $1,886 | $2,716-30.6% | $1,961-3.8% | $4,779-60.5% |
| Participant deferral / active EE | $3,757 | $3,844-2.2% | $3,108+20.9% | $5,609-33.0% |
| Admin fee / account holder | $3,490 | $6,522-46.5% | $5,059-31.0% | $10,828-67.8% |