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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 | $79,761 | $95,975-16.9% | $74,549+7.0% | $135,379-41.1% |
| Participation rate | 80.0% | 75.7%+4.3pp | 69.1%+10.9pp | 82.6%-2.6pp |
| Annual return | -9.02% | 56.96%-66.0pp | 32.53%-41.6pp | 519.79%-528.8pp |
| Employer contribution / active EE | $1,942 | $2,716-28.5% | $1,961-1.0% | $4,779-59.4% |
| Participant deferral / active EE | $10,450 | $3,844+171.9% | $3,108+236.2% | $5,609+86.3% |
| Admin fee / account holder | $487 | $6,522-92.5% | $5,059-90.4% | $10,828-95.5% |