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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 | $74,613 | $67,372+10.7% | $60,906+22.5% | $134,532-44.5% |
| Participation rate | 78.6% | 76.2%+2.4pp | 73.1%+5.5pp | 81.2%-2.7pp |
| Annual return | -13.03% | 50.05%-63.1pp | 16.94%-30.0pp | 418.27%-431.3pp |
| Employer contribution / active EE | $3,123 | $3,099+0.8% | $2,703+15.5% | $4,741-34.1% |
| Participant deferral / active EE | $6,245 | $4,532+37.8% | $3,814+63.8% | $6,401-2.4% |
| Admin fee / account holder | $9,817 | $4,588+114.0% | $3,227+204.2% | $11,429-14.1% |