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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 | $104,221 | $95,979+8.6% | $74,551+39.8% | $135,380-23.0% |
| Participation rate | 95.8% | 75.7%+20.2pp | 69.1%+26.7pp | 82.6%+13.2pp |
| Annual return | -4.77% | 56.97%-61.7pp | 32.53%-37.3pp | 519.81%-524.6pp |
| Employer contribution / active EE | $659 | $2,716-75.8% | $1,961-66.4% | $4,779-86.2% |
| Participant deferral / active EE | $3,177 | $3,844-17.3% | $3,108+2.2% | $5,609-43.4% |
| Admin fee / account holder | $1,824 | $6,522-72.0% | $5,059-63.9% | $10,828-83.2% |