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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 | $75,222 | $106,549-29.4% | $91,225-17.5% | $134,509-44.1% |
| Participation rate | 80.0% | 76.8%+3.2pp | 73.2%+6.8pp | 81.2%-1.2pp |
| Annual return | -18.96% | 160.73%-179.7pp | 114.10%-133.1pp | 418.13%-437.1pp |
| Employer contribution / active EE | $3,642 | $3,331+9.3% | $2,851+27.7% | $4,741-23.2% |
| Participant deferral / active EE | $6,222 | $4,719+31.8% | $4,234+46.9% | $6,400-2.8% |
| Admin fee / account holder | $818 | $6,234-86.9% | $5,422-84.9% | $11,427-92.8% |