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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 | $171,321 | $133,998+27.9% | $112,263+52.6% | $134,545+27.3% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -4.80% | 47.17%-52.0pp | 27.49%-32.3pp | 418.37%-423.2pp |
| Employer contribution / active EE | $16,259 | $4,040+302.4% | $3,636+347.2% | $4,742+242.9% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $8,498 | $7,493+13.4% | $6,410+32.6% | $11,431-25.7% |