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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 | $67,666 | $133,981-49.5% | $112,249-39.7% | $134,532-49.7% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -18.05% | 47.16%-65.2pp | 27.48%-45.5pp | 418.27%-436.3pp |
| Employer contribution / active EE | $2,478 | $4,040-38.7% | $3,636-31.8% | $4,741-47.7% |
| Participant deferral / active EE | $13,583 | $5,292+156.7% | $4,729+187.2% | $6,401+112.2% |
| Admin fee / account holder | $6,246 | $7,492-16.6% | $6,412-2.6% | $11,429-45.3% |