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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 | $84,631 | $95,975-11.8% | $74,549+13.5% | $135,379-37.5% |
| Participation rate | 88.2% | 75.7%+12.6pp | 69.1%+19.1pp | 82.6%+5.6pp |
| Annual return | -4.15% | 56.96%-61.1pp | 32.53%-36.7pp | 519.79%-523.9pp |
| Employer contribution / active EE | $7,598 | $2,716+179.7% | $1,961+287.5% | $4,779+59.0% |
| Participant deferral / active EE | $4,781 | $3,844+24.4% | $3,108+53.8% | $5,609-14.8% |
| Admin fee / account holder | $6,405 | $6,522-1.8% | $5,059+26.6% | $10,828-40.8% |