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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 | $65,613 | $133,981-51.0% | $112,249-41.5% | $134,532-51.2% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -18.76% | 47.16%-65.9pp | 27.48%-46.2pp | 418.27%-437.0pp |
| Employer contribution / active EE | $4,510 | $4,040+11.6% | $3,636+24.0% | $4,741-4.9% |
| Participant deferral / active EE | $10,634 | $5,292+100.9% | $4,729+124.9% | $6,401+66.1% |
| Admin fee / account holder | $496 | $7,492-93.4% | $6,412-92.3% | $11,429-95.7% |