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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 | $104,988 | $100,805+4.2% | $86,698+21.1% | $134,532-22.0% |
| Participation rate | 81.8% | 79.0%+2.9pp | 76.6%+5.2pp | 81.2%+0.6pp |
| Annual return | -19.48% | 29.09%-48.6pp | 35.95%-55.4pp | 418.27%-437.7pp |
| Employer contribution / active EE | $2,519 | $3,490-27.8% | $2,837-11.2% | $4,741-46.9% |
| Participant deferral / active EE | $4,568 | $5,339-14.4% | $4,656-1.9% | $6,401-28.6% |
| Admin fee / account holder | $480 | $10,925-95.6% | $7,493-93.6% | $11,429-95.8% |