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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 | $95,845 | $197,819-51.5% | $155,789-38.5% | $125,389-23.6% |
| Participation rate | 81.8% | 82.1%-0.3pp | 76.1%+5.7pp | 83.2%-1.4pp |
| Annual return | -2.96% | 86.73%-89.7pp | 71.54%-74.5pp | 282.24%-285.2pp |
| Employer contribution / active EE | $2,517 | $4,850-48.1% | $3,839-34.4% | $4,866-48.3% |
| Participant deferral / active EE | $7,726 | $5,631+37.2% | $4,798+61.0% | $5,352+44.4% |
| Admin fee / account holder | $3,813 | $9,544-60.0% | $7,477-49.0% | $9,541-60.0% |