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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 | $87,962 | $67,352+30.6% | $60,899+44.4% | $134,509-34.6% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.1%+6.9pp | 81.2%-1.2pp |
| Annual return | -13.14% | 49.99%-63.1pp | 16.92%-30.1pp | 418.13%-431.3pp |
| Employer contribution / active EE | $1,925 | $3,098-37.9% | $2,702-28.8% | $4,741-59.4% |
| Participant deferral / active EE | $10,286 | $4,539+126.6% | $3,817+169.5% | $6,400+60.7% |
| Admin fee / account holder | $512 | $4,585-88.8% | $3,225-84.1% | $11,427-95.5% |