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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 | $77,649 | $134,001-42.1% | $112,258-30.8% | $134,509-42.3% |
| Participation rate | 81.8% | 78.6%+3.3pp | 75.1%+6.8pp | 81.2%+0.6pp |
| Annual return | -18.99% | 47.15%-66.1pp | 27.47%-46.5pp | 418.13%-437.1pp |
| Employer contribution / active EE | $3,805 | $4,039-5.8% | $3,636+4.7% | $4,741-19.7% |
| Participant deferral / active EE | $7,749 | $5,291+46.5% | $4,728+63.9% | $6,400+21.1% |
| Admin fee / account holder | $7,062 | $7,491-5.7% | $6,411+10.1% | $11,427-38.2% |