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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 | $179,365 | $129,959+38.0% | $104,301+72.0% | $134,532+33.3% |
| Participation rate | 78.9% | 79.5%-0.6pp | 73.3%+5.7pp | 81.2%-2.3pp |
| Annual return | -12.07% | 42.04%-54.1pp | 24.61%-36.7pp | 418.27%-430.3pp |
| Employer contribution / active EE | $9,125 | $4,185+118.0% | $3,373+170.5% | $4,741+92.5% |
| Participant deferral / active EE | $7,039 | $5,589+25.9% | $4,626+52.2% | $6,401+10.0% |
| Admin fee / account holder | $5,249 | $9,325-43.7% | $7,340-28.5% | $11,429-54.1% |