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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 | $124,964 | $95,975+30.2% | $74,549+67.6% | $135,379-7.7% |
| Participation rate | 85.7% | 75.7%+10.1pp | 69.1%+16.6pp | 82.6%+3.1pp |
| Annual return | -4.89% | 56.96%-61.9pp | 32.53%-37.4pp | 519.79%-524.7pp |
| Employer contribution / active EE | $1,438 | $2,716-47.1% | $1,961-26.7% | $4,779-69.9% |
| Participant deferral / active EE | $3,373 | $3,844-12.2% | $3,108+8.5% | $5,609-39.9% |
| Admin fee / account holder | $477 | $6,522-92.7% | $5,059-90.6% | $10,828-95.6% |