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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 | $84,577 | $95,975-11.9% | $74,549+13.5% | $135,379-37.5% |
| Participation rate | 80.0% | 75.7%+4.3pp | 69.1%+10.9pp | 82.6%-2.6pp |
| Annual return | -4.27% | 56.96%-61.2pp | 32.53%-36.8pp | 519.79%-524.1pp |
| Employer contribution / active EE | $1,695 | $2,716-37.6% | $1,961-13.6% | $4,779-64.5% |
| Participant deferral / active EE | $2,212 | $3,844-42.4% | $3,108-28.8% | $5,609-60.6% |
| Admin fee / account holder | $603 | $6,522-90.8% | $5,059-88.1% | $10,828-94.4% |