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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 | $162,077 | $133,998+21.0% | $112,263+44.4% | $134,545+20.5% |
| Participation rate | 76.2% | 78.6%-2.4pp | 75.1%+1.1pp | 81.2%-5.0pp |
| Annual return | -19.13% | 47.17%-66.3pp | 27.49%-46.6pp | 418.37%-437.5pp |
| Employer contribution / active EE | $3,698 | $4,040-8.5% | $3,636+1.7% | $4,742-22.0% |
| Participant deferral / active EE | $13,680 | $5,292+158.5% | $4,729+189.2% | $6,401+113.7% |
| Admin fee / account holder | $326 | $7,493-95.6% | $6,410-94.9% | $11,431-97.1% |