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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 | $87,074 | $95,975-9.3% | $74,549+16.8% | $135,379-35.7% |
| Participation rate | 81.8% | 75.7%+6.2pp | 69.1%+12.7pp | 82.6%-0.8pp |
| Annual return | -1.30% | 56.96%-58.3pp | 32.53%-33.8pp | 519.79%-521.1pp |
| Employer contribution / active EE | $1,865 | $2,716-31.3% | $1,961-4.9% | $4,779-61.0% |
| Participant deferral / active EE | $3,992 | $3,844+3.9% | $3,108+28.4% | $5,609-28.8% |
| Admin fee / account holder | $2,115 | $6,522-67.6% | $5,059-58.2% | $10,828-80.5% |