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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 | $57,167 | $67,396-15.2% | $60,919-6.2% | $134,545-57.5% |
| Participation rate | 87.0% | 76.2%+10.8pp | 73.1%+13.9pp | 81.2%+5.7pp |
| Annual return | -16.27% | 50.12%-66.4pp | 16.96%-33.2pp | 418.37%-434.6pp |
| Employer contribution / active EE | $4,150 | $3,101+33.8% | $2,704+53.5% | $4,742-12.5% |
| Participant deferral / active EE | $5,618 | $4,534+23.9% | $3,814+47.3% | $6,401-12.2% |
| Admin fee / account holder | $2,219 | $4,590-51.7% | $3,228-31.2% | $11,431-80.6% |