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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 | $249,653 | $133,981+86.3% | $112,249+122.4% | $134,532+85.6% |
| Participation rate | 78.9% | 78.6%+0.4pp | 75.1%+3.9pp | 81.2%-2.3pp |
| Annual return | -16.23% | 47.16%-63.4pp | 27.48%-43.7pp | 418.27%-434.5pp |
| Employer contribution / active EE | $3,694 | $4,040-8.6% | $3,636+1.6% | $4,741-22.1% |
| Participant deferral / active EE | $7,378 | $5,292+39.4% | $4,729+56.0% | $6,401+15.3% |
| Admin fee / account holder | $32,923 | $7,492+339.5% | $6,412+413.4% | $11,429+188.1% |