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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 | $108,831 | $100,792+8.0% | $86,691+25.5% | $134,509-19.1% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -17.99% | 29.08%-47.1pp | 35.94%-53.9pp | 418.13%-436.1pp |
| Employer contribution / active EE | $4,019 | $3,491+15.1% | $2,837+41.7% | $4,741-15.2% |
| Participant deferral / active EE | $8,563 | $5,339+60.4% | $4,656+83.9% | $6,400+33.8% |
| Admin fee / account holder | $23,743 | $10,924+117.4% | $7,492+216.9% | $11,427+107.8% |