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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 | $81,111 | $133,981-39.5% | $112,249-27.7% | $134,532-39.7% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -9.46% | 47.16%-56.6pp | 27.48%-36.9pp | 418.27%-427.7pp |
| Employer contribution / active EE | $3,828 | $4,040-5.2% | $3,636+5.3% | $4,741-19.3% |
| Participant deferral / active EE | $9,858 | $5,292+86.3% | $4,729+108.5% | $6,401+54.0% |
| Admin fee / account holder | $2,199 | $7,492-70.6% | $6,412-65.7% | $11,429-80.8% |