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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 | $116,148 | $133,981-13.3% | $112,249+3.5% | $134,532-13.7% |
| Participation rate | 85.0% | 78.6%+6.4pp | 75.1%+9.9pp | 81.2%+3.8pp |
| Annual return | -14.69% | 47.16%-61.8pp | 27.48%-42.2pp | 418.27%-433.0pp |
| Employer contribution / active EE | $3,630 | $4,040-10.1% | $3,636-0.2% | $4,741-23.4% |
| Participant deferral / active EE | $7,719 | $5,292+45.9% | $4,729+63.2% | $6,401+20.6% |
| Admin fee / account holder | $661 | $7,492-91.2% | $6,412-89.7% | $11,429-94.2% |