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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 | $133,642 | $134,001-0.3% | $112,258+19.0% | $134,509-0.6% |
| Participation rate | 72.2% | 78.6%-6.3pp | 75.1%-2.8pp | 81.2%-9.0pp |
| Annual return | -17.14% | 47.15%-64.3pp | 27.47%-44.6pp | 418.13%-435.3pp |
| Employer contribution / active EE | $8,395 | $4,039+107.8% | $3,636+130.9% | $4,741+77.1% |
| Participant deferral / active EE | $5,484 | $5,291+3.6% | $4,728+16.0% | $6,400-14.3% |
| Admin fee / account holder | $5,548 | $7,491-25.9% | $6,411-13.5% | $11,427-51.4% |