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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 | $55,131 | $95,979-42.6% | $74,551-26.0% | $135,380-59.3% |
| Participation rate | 72.7% | 75.7%-2.9pp | 69.1%+3.6pp | 82.6%-9.9pp |
| Annual return | -8.41% | 56.97%-65.4pp | 32.53%-40.9pp | 519.81%-528.2pp |
| Employer contribution / active EE | $2,177 | $2,716-19.9% | $1,961+11.0% | $4,779-54.5% |
| Participant deferral / active EE | $6,210 | $3,844+61.6% | $3,108+99.8% | $5,609+10.7% |
| Admin fee / account holder | $8,320 | $6,522+27.6% | $5,059+64.4% | $10,828-23.2% |