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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 | $89,891 | $95,975-6.3% | $74,549+20.6% | $135,379-33.6% |
| Participation rate | 75.0% | 75.7%-0.7pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | -6.69% | 56.96%-63.7pp | 32.53%-39.2pp | 519.79%-526.5pp |
| Employer contribution / active EE | $1,878 | $2,716-30.8% | $1,961-4.2% | $4,779-60.7% |
| Participant deferral / active EE | $11,084 | $3,844+188.4% | $3,108+256.6% | $5,609+97.6% |
| Admin fee / account holder | $964 | $6,522-85.2% | $5,059-80.9% | $10,828-91.1% |