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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 | $87,115 | $134,001-35.0% | $112,258-22.4% | $134,509-35.2% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | -16.51% | 47.15%-63.7pp | 27.47%-44.0pp | 418.13%-434.6pp |
| Employer contribution / active EE | $3,020 | $4,039-25.2% | $3,636-16.9% | $4,741-36.3% |
| Participant deferral / active EE | $4,663 | $5,291-11.9% | $4,728-1.4% | $6,400-27.2% |
| Admin fee / account holder | $7,850 | $7,491+4.8% | $6,411+22.4% | $11,427-31.3% |