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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 | $100,794 | $93,117+8.2% | $77,096+30.7% | $134,532-25.1% |
| Participation rate | 77.8% | 74.5%+3.3pp | 67.9%+9.9pp | 81.2%-3.5pp |
| Annual return | -3.19% | 62.67%-65.9pp | 42.35%-45.5pp | 418.27%-421.5pp |
| Employer contribution / active EE | $1,657 | $3,420-51.6% | $2,814-41.1% | $4,741-65.1% |
| Participant deferral / active EE | $3,396 | $5,241-35.2% | $4,429-23.3% | $6,401-46.9% |
| Admin fee / account holder | $750 | $6,948-89.2% | $5,428-86.2% | $11,429-93.4% |