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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 | $83,407 | $67,396+23.8% | $60,919+36.9% | $134,545-38.0% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.1%-3.1pp | 81.2%-11.2pp |
| Annual return | -16.41% | 50.12%-66.5pp | 16.96%-33.4pp | 418.37%-434.8pp |
| Employer contribution / active EE | $4,787 | $3,101+54.4% | $2,704+77.0% | $4,742+1.0% |
| Participant deferral / active EE | $5,437 | $4,534+19.9% | $3,814+42.5% | $6,401-15.1% |
| Admin fee / account holder | $546 | $4,590-88.1% | $3,228-83.1% | $11,431-95.2% |