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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 | $92,078 | $133,998-31.3% | $112,263-18.0% | $134,545-31.6% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -18.00% | 47.17%-65.2pp | 27.49%-45.5pp | 418.37%-436.4pp |
| Employer contribution / active EE | $4,518 | $4,040+11.8% | $3,636+24.3% | $4,742-4.7% |
| Participant deferral / active EE | $3,055 | $5,292-42.3% | $4,729-35.4% | $6,401-52.3% |
| Admin fee / account holder | $1,175 | $7,493-84.3% | $6,410-81.7% | $11,431-89.7% |