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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 | $135,741 | $95,979+41.4% | $74,551+82.1% | $135,380+0.3% |
| Participation rate | 87.5% | 75.7%+11.8pp | 69.1%+18.4pp | 82.6%+4.9pp |
| Annual return | -7.49% | 56.97%-64.5pp | 32.53%-40.0pp | 519.81%-527.3pp |
| Employer contribution / active EE | $3,586 | $2,716+32.0% | $1,961+82.9% | $4,779-25.0% |
| Participant deferral / active EE | $6,410 | $3,844+66.8% | $3,108+106.2% | $5,609+14.3% |
| Admin fee / account holder | $2,065 | $6,522-68.3% | $5,059-59.2% | $10,828-80.9% |