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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 | $88,597 | $93,124-4.9% | $77,100+14.9% | $134,545-34.2% |
| Participation rate | 88.9% | 74.5%+14.4pp | 67.9%+21.0pp | 81.2%+7.7pp |
| Annual return | -6.78% | 62.68%-69.5pp | 42.35%-49.1pp | 418.37%-425.2pp |
| Employer contribution / active EE | $18,192 | $3,421+431.7% | $2,815+546.3% | $4,742+283.7% |
| Participant deferral / active EE | $18,785 | $5,242+258.4% | $4,430+324.1% | $6,401+193.5% |
| Admin fee / account holder | $1,475 | $6,970-78.8% | $5,443-72.9% | $11,431-87.1% |