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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 | $45,376 | $134,001-66.1% | $112,258-59.6% | $134,509-66.3% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -13.12% | 47.15%-60.3pp | 27.47%-40.6pp | 418.13%-431.3pp |
| Employer contribution / active EE | $2,080 | $4,039-48.5% | $3,636-42.8% | $4,741-56.1% |
| Participant deferral / active EE | $2,350 | $5,291-55.6% | $4,728-50.3% | $6,400-63.3% |
| Admin fee / account holder | $16,680 | $7,491+122.7% | $6,411+160.2% | $11,427+46.0% |