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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 | $78,190 | $134,001-41.6% | $112,258-30.3% | $134,509-41.9% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 81.2%+7.7pp |
| Annual return | -16.84% | 47.15%-64.0pp | 27.47%-44.3pp | 418.13%-435.0pp |
| Employer contribution / active EE | $4,655 | $4,039+15.2% | $3,636+28.0% | $4,741-1.8% |
| Participant deferral / active EE | $5,718 | $5,291+8.1% | $4,728+20.9% | $6,400-10.7% |
| Admin fee / account holder | $447 | $7,491-94.0% | $6,411-93.0% | $11,427-96.1% |