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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 | $73,468 | $133,981-45.2% | $112,249-34.5% | $134,532-45.4% |
| Participation rate | 82.4% | 78.6%+3.8pp | 75.1%+7.3pp | 81.2%+1.1pp |
| Annual return | -18.50% | 47.16%-65.7pp | 27.48%-46.0pp | 418.27%-436.8pp |
| Employer contribution / active EE | $3,050 | $4,040-24.5% | $3,636-16.1% | $4,741-35.7% |
| Participant deferral / active EE | $7,805 | $5,292+47.5% | $4,729+65.0% | $6,401+21.9% |
| Admin fee / account holder | $806 | $7,492-89.2% | $6,412-87.4% | $11,429-93.0% |