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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 | $150,665 | $133,981+12.5% | $112,249+34.2% | $134,532+12.0% |
| Participation rate | 81.8% | 78.6%+3.3pp | 75.1%+6.8pp | 81.2%+0.6pp |
| Annual return | -15.52% | 47.16%-62.7pp | 27.48%-43.0pp | 418.27%-433.8pp |
| Employer contribution / active EE | $4,472 | $4,040+10.7% | $3,636+23.0% | $4,741-5.7% |
| Participant deferral / active EE | $4,488 | $5,292-15.2% | $4,729-5.1% | $6,401-29.9% |
| Admin fee / account holder | $5,264 | $7,492-29.7% | $6,412-17.9% | $11,429-53.9% |