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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 | $119,029 | $133,981-11.2% | $112,249+6.0% | $134,532-11.5% |
| Participation rate | 77.8% | 78.6%-0.8pp | 75.1%+2.7pp | 81.2%-3.5pp |
| Annual return | -15.86% | 47.16%-63.0pp | 27.48%-43.3pp | 418.27%-434.1pp |
| Employer contribution / active EE | $6,667 | $4,040+65.0% | $3,636+83.3% | $4,741+40.6% |
| Participant deferral / active EE | $9,841 | $5,292+86.0% | $4,729+108.1% | $6,401+53.7% |
| Admin fee / account holder | $9,034 | $7,492+20.6% | $6,412+40.9% | $11,429-21.0% |