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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 | $70,740 | $67,396+5.0% | $60,919+16.1% | $134,545-47.4% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.1%+6.9pp | 81.2%-1.2pp |
| Annual return | -15.86% | 50.12%-66.0pp | 16.96%-32.8pp | 418.37%-434.2pp |
| Employer contribution / active EE | $3,285 | $3,101+5.9% | $2,704+21.5% | $4,742-30.7% |
| Participant deferral / active EE | $5,846 | $4,534+28.9% | $3,814+53.3% | $6,401-8.7% |
| Admin fee / account holder | $742 | $4,590-83.8% | $3,228-77.0% | $11,431-93.5% |