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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 | $163,595 | $134,001+22.1% | $112,258+45.7% | $134,509+21.6% |
| Participation rate | 81.8% | 78.6%+3.3pp | 75.1%+6.8pp | 81.2%+0.6pp |
| Annual return | -6.89% | 47.15%-54.0pp | 27.47%-34.4pp | 418.13%-425.0pp |
| Employer contribution / active EE | $1,200 | $4,039-70.3% | $3,636-67.0% | $4,741-74.7% |
| Participant deferral / active EE | $2,543 | $5,291-51.9% | $4,728-46.2% | $6,400-60.3% |
| Admin fee / account holder | $10,020 | $7,491+33.8% | $6,411+56.3% | $11,427-12.3% |