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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 | $80,924 | $95,979-15.7% | $74,551+8.5% | $135,380-40.2% |
| Participation rate | 81.3% | 75.7%+5.6pp | 69.1%+12.1pp | 82.6%-1.4pp |
| Annual return | -5.96% | 56.97%-62.9pp | 32.53%-38.5pp | 519.81%-525.8pp |
| Employer contribution / active EE | $3,032 | $2,716+11.6% | $1,961+54.6% | $4,779-36.6% |
| Participant deferral / active EE | $6,437 | $3,844+67.5% | $3,108+107.1% | $5,609+14.8% |
| Admin fee / account holder | $876 | $6,522-86.6% | $5,059-82.7% | $10,828-91.9% |