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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 | $61,184 | $133,998-54.3% | $112,263-45.5% | $134,545-54.5% |
| Participation rate | 77.8% | 78.6%-0.8pp | 75.1%+2.7pp | 81.2%-3.5pp |
| Annual return | -17.15% | 47.17%-64.3pp | 27.49%-44.6pp | 418.37%-435.5pp |
| Employer contribution / active EE | $11,574 | $4,040+186.5% | $3,636+218.3% | $4,742+144.1% |
| Participant deferral / active EE | $6,718 | $5,292+26.9% | $4,729+42.1% | $6,401+5.0% |
| Admin fee / account holder | $10,034 | $7,493+33.9% | $6,410+56.5% | $11,431-12.2% |