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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 | $93,023-14.0% | $77,027+3.9% | $134,493-40.5% |
| Participation rate | 87.5% | 74.5%+13.0pp | 67.9%+19.6pp | 81.2%+6.3pp |
| Annual return | -14.97% | 62.61%-77.6pp | 42.32%-57.3pp | 418.01%-433.0pp |
| Employer contribution / active EE | $25,375 | $3,418+642.3% | $2,813+802.2% | $4,740+435.3% |
| Participant deferral / active EE | $14,348 | $5,238+173.9% | $4,427+224.1% | $6,400+124.2% |
| Admin fee / account holder | $72,133 | $6,944+938.8% | $5,425+1229.5% | $11,425+531.4% |