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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 | $39,162 | $133,981-70.8% | $112,249-65.1% | $134,532-70.9% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -16.75% | 47.16%-63.9pp | 27.48%-44.2pp | 418.27%-435.0pp |
| Employer contribution / active EE | $5,180 | $4,040+28.2% | $3,636+42.5% | $4,741+9.3% |
| Participant deferral / active EE | $12,089 | $5,292+128.4% | $4,729+155.6% | $6,401+88.9% |
| Admin fee / account holder | $6,731 | $7,492-10.2% | $6,412+5.0% | $11,429-41.1% |