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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 | $140,801 | $152,591-7.7% | $117,529+19.8% | $134,545+4.6% |
| Participation rate | 77.8% | 77.1%+0.7pp | 70.6%+7.2pp | 81.2%-3.5pp |
| Annual return | -16.12% | 53.04%-69.2pp | 29.77%-45.9pp | 418.37%-434.5pp |
| Employer contribution / active EE | $1,981 | $5,576-64.5% | $4,179-52.6% | $4,742-58.2% |
| Participant deferral / active EE | $4,941 | $4,821+2.5% | $4,072+21.3% | $6,401-22.8% |
| Admin fee / account holder | $4,203 | $7,004-40.0% | $5,645-25.5% | $11,431-63.2% |