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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 | $80,033 | $93,124-14.1% | $77,100+3.8% | $134,545-40.5% |
| Participation rate | 87.5% | 74.5%+13.0pp | 67.9%+19.6pp | 81.2%+6.3pp |
| Annual return | -14.97% | 62.68%-77.7pp | 42.35%-57.3pp | 418.37%-433.3pp |
| Employer contribution / active EE | $25,375 | $3,421+641.7% | $2,815+801.5% | $4,742+435.2% |
| Participant deferral / active EE | $14,348 | $5,242+173.7% | $4,430+223.9% | $6,401+124.1% |
| Admin fee / account holder | $72,133 | $6,970+934.9% | $5,443+1225.1% | $11,431+531.0% |