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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 | $79,187 | $133,981-40.9% | $112,249-29.5% | $134,532-41.1% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | -20.24% | 47.16%-67.4pp | 27.48%-47.7pp | 418.27%-438.5pp |
| Employer contribution / active EE | $3,450 | $4,040-14.6% | $3,636-5.1% | $4,741-27.2% |
| Participant deferral / active EE | $4,814 | $5,292-9.0% | $4,729+1.8% | $6,401-24.8% |
| Admin fee / account holder | $33,223 | $7,492+343.5% | $6,412+418.1% | $11,429+190.7% |