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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 | $104,501 | $129,959-19.6% | $104,301+0.2% | $134,532-22.3% |
| Participation rate | 87.5% | 79.5%+8.0pp | 73.3%+14.2pp | 81.2%+6.3pp |
| Annual return | -15.78% | 42.04%-57.8pp | 24.61%-40.4pp | 418.27%-434.0pp |
| Employer contribution / active EE | $3,817 | $4,185-8.8% | $3,373+13.2% | $4,741-19.5% |
| Participant deferral / active EE | $7,941 | $5,589+42.1% | $4,626+71.7% | $6,401+24.1% |
| Admin fee / account holder | $2,802 | $9,325-70.0% | $7,340-61.8% | $11,429-75.5% |