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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 | $64,501 | $67,352-4.2% | $60,899+5.9% | $134,509-52.0% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.1%+10.2pp | 81.2%+2.1pp |
| Annual return | -11.99% | 49.99%-62.0pp | 16.92%-28.9pp | 418.13%-430.1pp |
| Employer contribution / active EE | $4,885 | $3,098+57.7% | $2,702+80.8% | $4,741+3.0% |
| Participant deferral / active EE | $5,258 | $4,539+15.8% | $3,817+37.8% | $6,400-17.8% |
| Admin fee / account holder | $10,856 | $4,585+136.8% | $3,225+236.6% | $11,427-5.0% |