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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 | $105,753 | $93,117+13.6% | $77,096+37.2% | $134,532-21.4% |
| Participation rate | 85.7% | 74.5%+11.2pp | 67.9%+17.8pp | 81.2%+4.5pp |
| Annual return | -18.25% | 62.67%-80.9pp | 42.35%-60.6pp | 418.27%-436.5pp |
| Employer contribution / active EE | $1,177 | $3,420-65.6% | $2,814-58.2% | $4,741-75.2% |
| Participant deferral / active EE | $5,914 | $5,241+12.8% | $4,429+33.5% | $6,401-7.6% |
| Admin fee / account holder | $2,095 | $6,948-69.8% | $5,428-61.4% | $11,429-81.7% |