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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 | $131,560 | $129,960+1.2% | $104,299+26.1% | $134,545-2.2% |
| Participation rate | 87.5% | 79.5%+8.0pp | 73.3%+14.2pp | 81.2%+6.3pp |
| Annual return | -15.89% | 42.06%-57.9pp | 24.62%-40.5pp | 418.37%-434.3pp |
| Employer contribution / active EE | $1,750 | $4,186-58.2% | $3,373-48.1% | $4,742-63.1% |
| Participant deferral / active EE | $2,193 | $5,589-60.8% | $4,626-52.6% | $6,401-65.7% |
| Admin fee / account holder | $3,772 | $9,324-59.5% | $7,339-48.6% | $11,431-67.0% |