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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 | $79,861 | $93,117-14.2% | $77,096+3.6% | $134,532-40.6% |
| Participation rate | 87.5% | 74.5%+13.0pp | 67.9%+19.6pp | 81.2%+6.3pp |
| Annual return | -17.39% | 62.67%-80.1pp | 42.35%-59.7pp | 418.27%-435.7pp |
| Employer contribution / active EE | $2,409 | $3,420-29.6% | $2,814-14.4% | $4,741-49.2% |
| Participant deferral / active EE | $8,373 | $5,241+59.8% | $4,429+89.0% | $6,401+30.8% |
| Admin fee / account holder | $2,769 | $6,948-60.1% | $5,428-49.0% | $11,429-75.8% |