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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 | $112,915 | $100,811+12.0% | $86,698+30.2% | $134,545-16.1% |
| Participation rate | 81.8% | 79.0%+2.9pp | 76.6%+5.2pp | 81.2%+0.6pp |
| Annual return | -14.45% | 29.11%-43.6pp | 35.96%-50.4pp | 418.37%-432.8pp |
| Employer contribution / active EE | $2,222 | $3,490-36.3% | $2,837-21.7% | $4,742-53.1% |
| Participant deferral / active EE | $3,953 | $5,339-26.0% | $4,656-15.1% | $6,401-38.3% |
| Admin fee / account holder | $9,708 | $10,926-11.2% | $7,492+29.6% | $11,431-15.1% |