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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 | $68,833 | $92,684-25.7% | $82,706-16.8% | $134,509-48.8% |
| Participation rate | 95.7% | 75.2%+20.5pp | 72.6%+23.1pp | 81.2%+14.4pp |
| Annual return | -12.60% | 945.84%-958.4pp | 701.76%-714.4pp | 418.13%-430.7pp |
| Employer contribution / active EE | $2,270 | $3,272-30.6% | $3,007-24.5% | $4,741-52.1% |
| Participant deferral / active EE | $4,895 | $4,800+2.0% | $4,394+11.4% | $6,400-23.5% |
| Admin fee / account holder | $682 | $5,982-88.6% | $5,329-87.2% | $11,427-94.0% |