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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 | $67,693 | $133,981-49.5% | $112,249-39.7% | $134,532-49.7% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -12.86% | 47.16%-60.0pp | 27.48%-40.3pp | 418.27%-431.1pp |
| Employer contribution / active EE | $5,173 | $4,040+28.0% | $3,636+42.3% | $4,741+9.1% |
| Participant deferral / active EE | $3,006 | $5,292-43.2% | $4,729-36.4% | $6,401-53.0% |
| Admin fee / account holder | $1,466 | $7,492-80.4% | $6,412-77.1% | $11,429-87.2% |