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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 | $72,604 | $88,603-18.1% | $69,890+3.9% | $134,545-46.0% |
| Participation rate | 88.9% | 74.9%+14.0pp | 70.5%+18.4pp | 81.2%+7.7pp |
| Annual return | -14.86% | 442.93%-457.8pp | 190.84%-205.7pp | 418.37%-433.2pp |
| Employer contribution / active EE | $5,606 | $3,236+73.3% | $2,560+119.0% | $4,742+18.2% |
| Participant deferral / active EE | $2,613 | $4,771-45.2% | $3,848-32.1% | $6,401-59.2% |
| Admin fee / account holder | $1,570 | $10,443-85.0% | $6,267-74.9% | $11,431-86.3% |