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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 | $164,097 | $95,975+71.0% | $74,549+120.1% | $135,379+21.2% |
| Participation rate | 83.3% | 75.7%+7.7pp | 69.1%+14.2pp | 82.6%+0.7pp |
| Annual return | -6.39% | 56.96%-63.4pp | 32.53%-38.9pp | 519.79%-526.2pp |
| Employer contribution / active EE | $1,982 | $2,716-27.0% | $1,961+1.0% | $4,779-58.5% |
| Participant deferral / active EE | $4,027 | $3,844+4.8% | $3,108+29.6% | $5,609-28.2% |
| Admin fee / account holder | $3,264 | $6,522-50.0% | $5,059-35.5% | $10,828-69.9% |