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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 | $80,339 | $67,372+19.2% | $60,906+31.9% | $134,532-40.3% |
| Participation rate | 82.6% | 76.2%+6.4pp | 73.1%+9.5pp | 81.2%+1.4pp |
| Annual return | -6.86% | 50.05%-56.9pp | 16.94%-23.8pp | 418.27%-425.1pp |
| Employer contribution / active EE | $1,258 | $3,099-59.4% | $2,703-53.5% | $4,741-73.5% |
| Participant deferral / active EE | $5,334 | $4,532+17.7% | $3,814+39.9% | $6,401-16.7% |
| Admin fee / account holder | $805 | $4,588-82.5% | $3,227-75.1% | $11,429-93.0% |