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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 | $123,400 | $133,998-7.9% | $112,263+9.9% | $134,545-8.3% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -15.91% | 47.17%-63.1pp | 27.49%-43.4pp | 418.37%-434.3pp |
| Employer contribution / active EE | $8,595 | $4,040+112.7% | $3,636+136.4% | $4,742+81.3% |
| Participant deferral / active EE | $5,440 | $5,292+2.8% | $4,729+15.0% | $6,401-15.0% |
| Admin fee / account holder | $779 | $7,493-89.6% | $6,410-87.9% | $11,431-93.2% |