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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 | $232,033 | $100,805+130.2% | $86,698+167.6% | $134,532+72.5% |
| Participation rate | 80.0% | 79.0%+1.0pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -18.82% | 29.09%-47.9pp | 35.95%-54.8pp | 418.27%-437.1pp |
| Employer contribution / active EE | $3,371 | $3,490-3.4% | $2,837+18.8% | $4,741-28.9% |
| Participant deferral / active EE | $8,839 | $5,339+65.5% | $4,656+89.8% | $6,401+38.1% |
| Admin fee / account holder | $1,194 | $10,925-89.1% | $7,493-84.1% | $11,429-89.6% |