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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 | $128,443 | $133,998-4.1% | $112,263+14.4% | $134,545-4.5% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -11.44% | 47.17%-58.6pp | 27.49%-38.9pp | 418.37%-429.8pp |
| Employer contribution / active EE | $18,322 | $4,040+353.5% | $3,636+403.9% | $4,742+286.4% |
| Participant deferral / active EE | $11,748 | $5,292+122.0% | $4,729+148.4% | $6,401+83.5% |
| Admin fee / account holder | $20,132 | $7,493+168.7% | $6,410+214.1% | $11,431+76.1% |