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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 | $95,803 | $133,981-28.5% | $112,249-14.7% | $134,532-28.8% |
| Participation rate | 95.0% | 78.6%+16.4pp | 75.1%+19.9pp | 81.2%+13.8pp |
| Annual return | -14.32% | 47.16%-61.5pp | 27.48%-41.8pp | 418.27%-432.6pp |
| Employer contribution / active EE | $3,981 | $4,040-1.5% | $3,636+9.5% | $4,741-16.0% |
| Participant deferral / active EE | $8,357 | $5,292+57.9% | $4,729+76.7% | $6,401+30.6% |
| Admin fee / account holder | $1,890 | $7,492-74.8% | $6,412-70.5% | $11,429-83.5% |