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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 | $73,957 | $133,981-44.8% | $112,249-34.1% | $134,532-45.0% |
| Participation rate | 88.2% | 78.6%+9.7pp | 75.1%+13.2pp | 81.2%+7.0pp |
| Annual return | -16.82% | 47.16%-64.0pp | 27.48%-44.3pp | 418.27%-435.1pp |
| Employer contribution / active EE | $2,984 | $4,040-26.1% | $3,636-17.9% | $4,741-37.1% |
| Participant deferral / active EE | $8,231 | $5,292+55.5% | $4,729+74.1% | $6,401+28.6% |
| Admin fee / account holder | $3,727 | $7,492-50.3% | $6,412-41.9% | $11,429-67.4% |