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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 | $92,175 | $93,124-1.0% | $77,100+19.6% | $134,545-31.5% |
| Participation rate | 92.3% | 74.5%+17.8pp | 67.9%+24.4pp | 81.2%+11.1pp |
| Annual return | -18.05% | 62.68%-80.7pp | 42.35%-60.4pp | 418.37%-436.4pp |
| Employer contribution / active EE | $8,533 | $3,421+149.4% | $2,815+203.1% | $4,742+80.0% |
| Participant deferral / active EE | $3,540 | $5,242-32.5% | $4,430-20.1% | $6,401-44.7% |
| Admin fee / account holder | $3,023 | $6,970-56.6% | $5,443-44.5% | $11,431-73.6% |