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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 | $93,056 | $133,998-30.6% | $112,263-17.1% | $134,545-30.8% |
| Participation rate | 81.8% | 78.6%+3.3pp | 75.1%+6.8pp | 81.2%+0.6pp |
| Annual return | -17.60% | 47.17%-64.8pp | 27.49%-45.1pp | 418.37%-436.0pp |
| Employer contribution / active EE | $6,635 | $4,040+64.2% | $3,636+82.5% | $4,742+39.9% |
| Participant deferral / active EE | $3,545 | $5,292-33.0% | $4,729-25.1% | $6,401-44.6% |
| Admin fee / account holder | $1,213 | $7,493-83.8% | $6,410-81.1% | $11,431-89.4% |