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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 | $152,597-4.3% | $117,533+24.2% | $134,532+8.5% |
| Participation rate | 78.3% | 77.1%+1.2pp | 70.6%+7.7pp | 81.2%-3.0pp |
| Annual return | -17.19% | 53.04%-70.2pp | 29.77%-47.0pp | 418.27%-435.5pp |
| Employer contribution / active EE | $3,426 | $5,576-38.6% | $4,179-18.0% | $4,741-27.7% |
| Participant deferral / active EE | $7,347 | $4,821+52.4% | $4,072+80.4% | $6,401+14.8% |
| Admin fee / account holder | $6,002 | $7,007-14.3% | $5,647+6.3% | $11,429-47.5% |