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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 | $56,467 | $133,981-57.9% | $112,249-49.7% | $134,532-58.0% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | -17.23% | 47.16%-64.4pp | 27.48%-44.7pp | 418.27%-435.5pp |
| Employer contribution / active EE | $3,495 | $4,040-13.5% | $3,636-3.9% | $4,741-26.3% |
| Participant deferral / active EE | $7,896 | $5,292+49.2% | $4,729+67.0% | $6,401+23.4% |
| Admin fee / account holder | $12,458 | $7,492+66.3% | $6,412+94.3% | $11,429+9.0% |