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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 | $145,966 | $152,542-4.3% | $117,498+24.2% | $134,509+8.5% |
| Participation rate | 78.3% | 77.1%+1.2pp | 70.6%+7.7pp | 81.2%-3.0pp |
| Annual return | -17.19% | 53.02%-70.2pp | 29.75%-46.9pp | 418.13%-435.3pp |
| Employer contribution / active EE | $3,426 | $5,574-38.5% | $4,178-18.0% | $4,741-27.7% |
| Participant deferral / active EE | $7,347 | $4,819+52.4% | $4,071+80.5% | $6,400+14.8% |
| Admin fee / account holder | $6,002 | $7,006-14.3% | $5,646+6.3% | $11,427-47.5% |