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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 | $149,917 | $133,981+11.9% | $112,249+33.6% | $134,532+11.4% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -19.15% | 47.16%-66.3pp | 27.48%-46.6pp | 418.27%-437.4pp |
| Employer contribution / active EE | $2,135 | $4,040-47.1% | $3,636-41.3% | $4,741-55.0% |
| Participant deferral / active EE | $7,241 | $5,292+36.8% | $4,729+53.1% | $6,401+13.1% |
| Admin fee / account holder | $4,707 | $7,492-37.2% | $6,412-26.6% | $11,429-58.8% |