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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 | $104,351 | $134,001-22.1% | $112,258-7.0% | $134,509-22.4% |
| Participation rate | 77.8% | 78.6%-0.8pp | 75.1%+2.7pp | 81.2%-3.5pp |
| Annual return | -16.03% | 47.15%-63.2pp | 27.47%-43.5pp | 418.13%-434.2pp |
| Employer contribution / active EE | $2,993 | $4,039-25.9% | $3,636-17.7% | $4,741-36.9% |
| Participant deferral / active EE | $8,856 | $5,291+67.4% | $4,728+87.3% | $6,400+38.4% |
| Admin fee / account holder | $1,350 | $7,491-82.0% | $6,411-78.9% | $11,427-88.2% |