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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 | $47,469 | $133,981-64.6% | $112,249-57.7% | $134,532-64.7% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | -15.52% | 47.16%-62.7pp | 27.48%-43.0pp | 418.27%-433.8pp |
| Employer contribution / active EE | $2,431 | $4,040-39.8% | $3,636-33.1% | $4,741-48.7% |
| Participant deferral / active EE | $6,164 | $5,292+16.5% | $4,729+30.3% | $6,401-3.7% |
| Admin fee / account holder | $16,183 | $7,492+116.0% | $6,412+152.4% | $11,429+41.6% |