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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 | $115,553 | $133,998-13.8% | $112,263+2.9% | $134,545-14.1% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -17.23% | 47.17%-64.4pp | 27.49%-44.7pp | 418.37%-435.6pp |
| Employer contribution / active EE | $15,834 | $4,040+291.9% | $3,636+335.5% | $4,742+233.9% |
| Participant deferral / active EE | $27,720 | $5,292+423.8% | $4,729+486.1% | $6,401+333.0% |
| Admin fee / account holder | $11,265 | $7,493+50.3% | $6,410+75.7% | $11,431-1.5% |