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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 | $81,890 | $93,117-12.1% | $77,096+6.2% | $134,532-39.1% |
| Participation rate | 90.0% | 74.5%+15.5pp | 67.9%+22.1pp | 81.2%+8.8pp |
| Annual return | -18.45% | 62.67%-81.1pp | 42.35%-60.8pp | 418.27%-436.7pp |
| Employer contribution / active EE | $1,995 | $3,420-41.7% | $2,814-29.1% | $4,741-57.9% |
| Participant deferral / active EE | $6,478 | $5,241+23.6% | $4,429+46.3% | $6,401+1.2% |
| Admin fee / account holder | $13,310 | $6,948+91.6% | $5,428+145.2% | $11,429+16.5% |