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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 | $84,717 | $93,098-9.0% | $77,081+9.9% | $134,509-37.0% |
| Participation rate | 71.4% | 74.5%-3.1pp | 67.9%+3.5pp | 81.2%-9.8pp |
| Annual return | -17.01% | 62.63%-79.6pp | 42.33%-59.3pp | 418.13%-435.1pp |
| Employer contribution / active EE | $3,599 | $3,419+5.3% | $2,813+27.9% | $4,741-24.1% |
| Participant deferral / active EE | $6,056 | $5,239+15.6% | $4,428+36.8% | $6,400-5.4% |
| Admin fee / account holder | $4,598 | $6,945-33.8% | $5,427-15.3% | $11,427-59.8% |